DA

DCM Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 30.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$622K
3
+$490K
4
K
Kellanova
K
+$457K
5
DNOW icon
DNOW Inc
DNOW
+$452K

Top Sells

1
+$4.27M
2
+$1.86M
3
+$1.08M
4
PRU icon
Prudential Financial
PRU
+$1.05M
5
ZTS icon
Zoetis
ZTS
+$1.05M

Sector Composition

1 Technology 22.31%
2 Financials 20.28%
3 Communication Services 14.86%
4 Healthcare 11.82%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
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