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
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.49M
3
+$1.16M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.15M
5
CNC icon
Centene
CNC
+$1.12M

Top Sells

1
+$2.05M
2
+$1.74M
3
+$1.55M
4
CMA icon
Comerica
CMA
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.13%
3,551
-203
177
$229K 0.13%
8,950
+200
178
$224K 0.13%
2,950
179
$222K 0.13%
+3,329
180
$222K 0.13%
+1,160
181
$217K 0.12%
6,325
182
$214K 0.12%
+850
183
$212K 0.12%
+10,000
184
$207K 0.12%
+1,200
185
$207K 0.12%
+651
186
$202K 0.11%
+6,857
187
$199K 0.11%
2,147
-18
188
$197K 0.11%
10,547
189
$195K 0.11%
+30,000
190
$195K 0.11%
13,035
+1,009
191
$186K 0.11%
19,450
+4,000
192
$177K 0.1%
2,889
193
$176K 0.1%
+7,125
194
$173K 0.1%
15,000
195
$172K 0.1%
2,000
196
$172K 0.1%
4,378
197
$165K 0.09%
41,905
+1,000
198
$157K 0.09%
2,900
-100
199
$156K 0.09%
8,700
200
$156K 0.09%
3,530
6 7
8
9 10