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
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.22M
3
+$1.1M
4
ENPH icon
Enphase Energy
ENPH
+$857K
5
RH icon
RH
RH
+$837K

Top Sells

1
+$1.68M
2
+$1.43M
3
+$1.31M
4
TGNA icon
TEGNA Inc
TGNA
+$1.2M
5
BAC icon
Bank of America
BAC
+$1.16M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$293K 0.13%
+8,888
152
$292K 0.13%
+1,067
153
$288K 0.12%
+5,510
154
$283K 0.12%
+5,500
155
$280K 0.12%
+10,000
156
$274K 0.12%
+4,300
157
$269K 0.12%
+4,400
158
$260K 0.11%
4,243
+266
159
$258K 0.11%
+17,000
160
$257K 0.11%
+3,000
161
$252K 0.11%
9,527
+842
162
$248K 0.11%
2,615
+408
163
$244K 0.11%
+6,000
164
$243K 0.11%
+8,846
165
$241K 0.1%
+3,000
166
$240K 0.1%
6,700
-21,000
167
$235K 0.1%
+8,500
168
$235K 0.1%
+5,500
169
$235K 0.1%
2,228
+384
170
$232K 0.1%
+1,131
171
$231K 0.1%
+6,000
172
$227K 0.1%
+4,600
173
$224K 0.1%
+1,888
174
$223K 0.1%
+3,551
175
$222K 0.1%
+20,000
5 6
7
8 9