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
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
Veeva Systems
VEEV
+$1.32M

Sector Composition

1 Technology 25.86%
2 Financials 19.81%
3 Communication Services 14.11%
4 Healthcare 10.24%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$297K 0.09%
1,800
177
$294K 0.09%
+4,419
178
$293K 0.09%
2,537
-10,863
179
$277K 0.08%
14,632
180
$275K 0.08%
+4,491
181
$265K 0.08%
+13,340
182
$265K 0.08%
+4,003
183
$264K 0.08%
34,273
-73,823
184
$259K 0.08%
+3,210
185
$254K 0.07%
9,683
-27,749
186
$254K 0.07%
1,225
-1,783
187
$247K 0.07%
+2,146
188
$236K 0.07%
9,405
-13,450
189
$234K 0.07%
1,000
-500
190
$232K 0.07%
+10,000
191
$232K 0.07%
+9,436
192
$225K 0.07%
4,000
-3,892
193
$212K 0.06%
+1,000
194
$210K 0.06%
+6,604
195
$208K 0.06%
+3,588
196
$208K 0.06%
779
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197
$206K 0.06%
+16,000
198
$183K 0.05%
15,106
-32,600
199
$161K 0.05%
1,553
-3,435
200
$137K 0.04%
+14,207
6 7
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