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
201
$149K 0.08%
1,720
202
$149K 0.08%
+3,100
203
$147K 0.08%
14,450
+100
204
$147K 0.08%
650
205
$143K 0.08%
5,000
206
$142K 0.08%
+6,200
207
$139K 0.08%
4,025
208
$136K 0.08%
2,000
+1,000
209
$135K 0.08%
875
210
$134K 0.08%
18,494
211
$132K 0.07%
41,500
212
$131K 0.07%
11,730
+1,020
213
$130K 0.07%
2,150
214
$129K 0.07%
522
+20
215
$128K 0.07%
12,050
216
$118K 0.07%
6,030
217
$106K 0.06%
+2,000
218
$105K 0.06%
2,300
219
$87K 0.05%
1,590
+500
220
$84K 0.05%
2,100
221
$78K 0.04%
21,312
222
$77K 0.04%
724
+31
223
$68K 0.04%
39
-9
224
$55K 0.03%
7,350
225
$44K 0.03%
1,000
7 8
9
10 11