DA

DCM Advisors Portfolio holdings

AUM $233M
1-Year Est. Return 28.16%
This Quarter Est. Return
1 Year Est. Return
+28.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
Veeva Systems
VEEV
+$1.32M

Sector Composition

1 Technology 25.86%
2 Financials 19.81%
3 Communication Services 14.11%
4 Healthcare 10.24%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$424K 0.13%
8,108
-3,855
152
$424K 0.13%
+9,015
153
$423K 0.12%
+750
154
$400K 0.12%
4,500
-1,850
155
$400K 0.12%
+2,303
156
$392K 0.12%
2,600
-300
157
$392K 0.12%
9,000
158
$390K 0.12%
2,160
+375
159
$381K 0.11%
+10,210
160
$373K 0.11%
2,000
161
$371K 0.11%
17,000
162
$368K 0.11%
17,358
+1,992
163
$368K 0.11%
3,500
-1,500
164
$365K 0.11%
1,750
-5,032
165
$348K 0.1%
968
+54
166
$345K 0.1%
+4,500
167
$344K 0.1%
2,943
-13,261
168
$337K 0.1%
9,000
+1,200
169
$335K 0.1%
+7,069
170
$328K 0.1%
+28,000
171
$327K 0.1%
+8,357
172
$325K 0.1%
3,728
+225
173
$320K 0.09%
+1,987
174
$314K 0.09%
+2,672
175
$304K 0.09%
+13,356
5 6
7
8 9