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
$172M
AUM Growth
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
Chevron
CVX
+$1.81M

Sector Composition

1 Technology 20.51%
2 Financials 15.11%
3 Consumer Discretionary 12.27%
4 Industrials 11.28%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$153K 0.09%
3,530
-200
202
$143K 0.08%
1,720
+75
203
$140K 0.08%
15,450
-1,200
204
$139K 0.08%
10,710
+510
205
$138K 0.08%
+502
206
$137K 0.08%
4,025
-500
207
$137K 0.08%
40,905
+22,242
208
$136K 0.08%
12,050
-1,000
209
$136K 0.08%
650
210
$129K 0.08%
875
-25
211
$129K 0.08%
5,000
-71
212
$118K 0.07%
+2,150
213
$113K 0.07%
6,030
-300
214
$110K 0.06%
+10,520
215
$108K 0.06%
+10,720
216
$101K 0.06%
2,300
217
$101K 0.06%
+48
218
$75K 0.04%
+2,100
219
$66K 0.04%
1,000
220
$66K 0.04%
693
+136
221
$58K 0.03%
+1,090
222
$51K 0.03%
7,350
-1,000
223
$45K 0.03%
+21,312
224
$42K 0.02%
+11,000
225
$40K 0.02%
+1,000
7 8
9
10 11