DA
DCM Advisors Portfolio holdings
AUM
$233M
This Quarter Return
+11.77%
1 Year Return
+28.16%
3 Year Return
+109.44%
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+3.6%)
Cap. Flow
-$3.88M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
40.86%
Holding
178
New
1
Increased
34
Reduced
30
Closed
108
Top Buys
| 1 |
American International
AIG
|
$3.88M |
| 2 |
Bank of America
BAC
|
$3.58M |
| 3 |
Morgan Stanley
MS
|
$3.26M |
| 4 |
Comcast
CMCSA
|
$3.22M |
| 5 |
Walt Disney
DIS
|
$2.96M |
Top Sells
| 1 |
Apple
AAPL
|
$1.82M |
| 2 |
Amazon
AMZN
|
$1.68M |
| 3 |
Eli Lilly
LLY
|
$1.49M |
| 4 |
Tesla
TSLA
|
$1.46M |
| 5 |
UnitedHealth
UNH
|
$1.43M |
Sector Composition
| 1 | Financials | 29.65% |
| 2 | Communication Services | 18.81% |
| 3 | Technology | 17.08% |
| 4 | Healthcare | 9.19% |
| 5 | Industrials | 7.2% |
