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DA

DCM Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.32M
3
+$1.17M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
AMGN icon
Amgen
AMGN
+$832K

Top Sells

1
+$1.68M
2
+$1.47M
3
+$1.43M
4
BAC icon
Bank of America
BAC
+$1.34M
5
TGNA
TEGNA Inc
TGNA
+$1.2M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.1%
+3,830
177
$219K 0.09%
7,000
178
$218K 0.09%
+4,696
179
$214K 0.09%
+4,400
180
$211K 0.09%
8,000
181
$208K 0.09%
+7,300
182
$207K 0.09%
+1,698
183
$207K 0.09%
+1,690
184
$206K 0.09%
+2,872
185
$183K 0.08%
+10,500
186
$138K 0.06%
+10,000
187
$135K 0.06%
+18,000
188
$129K 0.06%
14,207
189
$117K 0.05%
+25,000
190
– –
-8,386
191
– –
-84,056
192
– –
-30,034
193
– –
-3,842
194
– –
-1,500
195
– –
-10,040
196
– –
-1,400
197
– –
-6,673
198
– –
-20,268
199
– –
-4,800
200
– –
-1,600
6 7
8
9 10