DA

DCM Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8M
3
+$4.76M
4
AMZN icon
Amazon
AMZN
+$3.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 16.12%
3 Consumer Discretionary 11.75%
4 Industrials 10.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$212K 0.12%
+9,400
177
$212K 0.12%
+2,000
178
$211K 0.12%
+6,525
179
$203K 0.12%
+12,000
180
$202K 0.12%
+4,050
181
$202K 0.12%
+30,900
182
$193K 0.11%
+41,500
183
$191K 0.11%
+14,000
184
$188K 0.11%
+10,547
185
$180K 0.1%
+1,925
186
$167K 0.1%
+4,578
187
$167K 0.1%
+12,016
188
$166K 0.1%
+3,730
189
$163K 0.09%
+1,003
190
$157K 0.09%
+7,400
191
$153K 0.09%
+2,000
192
$152K 0.09%
+15,500
193
$151K 0.09%
+4,525
194
$148K 0.09%
+5,489
195
$141K 0.08%
+5,071
196
$140K 0.08%
+650
197
$136K 0.08%
+1,645
198
$132K 0.08%
+900
199
$132K 0.08%
+8,950
200
$130K 0.08%
+13,050
6 7
8
9 10