DA
DCM Advisors Portfolio holdings
AUM
$233M
This Quarter Return
+11.91%
1 Year Return
+28.16%
3 Year Return
+109.44%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(+31%)
Cap. Flow
+$59M
Cap. Flow
% of AUM
17.4%
Top 10 Holdings %
Top 10 Hldgs %
35.01%
Holding
335
New
54
Increased
93
Reduced
57
Closed
115
Top Buys
| 1 |
Apple
AAPL
|
$9.75M |
| 2 |
Microsoft
MSFT
|
$8.15M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$5.52M |
| 4 |
JPMorgan Chase
JPM
|
$3.65M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.43M |
Top Sells
| 1 |
MetLife
MET
|
$1.57M |
| 2 |
Starbucks
SBUX
|
$1.55M |
| 3 |
Qorvo
QRVO
|
$1.5M |
| 4 |
Interpublic Group of Companies
IPG
|
$1.44M |
| 5 |
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% |
