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
1
$8.64M 5.03%
70,728
-8,614
2
$7.76M 4.52%
32,928
-3,016
3
$4.64M 2.7%
45,000
+32,220
4
$3.6M 2.1%
23,300
+2,760
5
$3.25M 1.89%
17,593
+1,293
6
$3.15M 1.84%
20,716
-3,591
7
$2.11M 1.23%
17,577
+12,154
8
$1.91M 1.11%
2,532
+1
9
$1.9M 1.11%
7,820
+4,571
10
$1.82M 1.06%
63,369
-6,227
11
$1.8M 1.05%
25,118
+2,818
12
$1.78M 1.04%
40,978
-1,114
13
$1.76M 1.02%
17,000
+3,400
14
$1.72M 1%
26,910
+20,004
15
$1.69M 0.98%
36,340
+530
16
$1.68M 0.98%
18,231
+18
17
$1.63M 0.95%
29,263
-19,787
18
$1.58M 0.92%
6,816
+262
19
$1.58M 0.92%
9,000
-8,000
20
$1.57M 0.91%
128,180
+2,180
21
$1.56M 0.91%
11,616
+7,210
22
$1.54M 0.9%
77,057
+72
23
$1.48M 0.86%
23,146
-9,332
24
$1.47M 0.86%
3,929
+2,605
25
$1.47M 0.85%
8,038
+479
1
2 3 4 5