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DCM Advisors Portfolio holdings
AUM
$220M
1-Year Est. Return
23.37%
This Fund
S&P 500
This Quarter
Est. Return
+24.29%
1 Year Est. Return
+23.37%
3 Year Est. Return
+90.43%
5 Year Est. Return
+134.09%
10 Year Est. Return
–
AUM
$172M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
91.83%
Top 10 Holdings %
Top 10 Hldgs %
24.74%
Holding
229
New
229
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.54M |
| 2 |
Microsoft
MSFT
|
+$7.73M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$4.38M |
| 4 |
Amazon
AMZN
|
+$3.28M |
| 5 |
JPMorgan Chase
JPM
|
+$2.72M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.54% |
| 2 | Financials | 16.12% |
| 3 | Consumer Discretionary | 11.75% |
| 4 | Industrials | 10.22% |
| 5 | Communication Services | 8.82% |
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DCM Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for DCM Advisors, which disclosed 229 positions worth $172M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Apple: 79,342 shares worth $10.5M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Consumer Discretionary.
- DCM Advisors's largest Q4 2020 buy was Apple: 79,342 shares worth $10.5M.
- DCM Advisors's ten largest holdings make up 25% of its $172M portfolio in Q4 2020.
- DCM Advisors disclosed 229 positions in Q4 2020, its first 13F filing on record.
Based on DCM Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.