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
1
$7.64M 4.34%
55,791
-14,937
2
$7.37M 4.18%
27,216
-5,712
3
$5.49M 3.12%
31,940
+8,640
4
$5.45M 3.09%
44,640
-360
5
$4.14M 2.35%
11,911
+8,457
6
$2.34M 1.33%
8,027
+207
7
$2.29M 1.3%
13,022
-4,571
8
$2.13M 1.21%
16,960
-40
9
$2.08M 1.18%
63,519
+150
10
$2.05M 1.16%
32,508
+3,245
11
$1.96M 1.11%
12,626
-8,090
12
$1.91M 1.08%
19,504
+1,273
13
$1.85M 1.05%
6,138
+1,138
14
$1.83M 1.04%
44,222
+19,122
15
$1.78M 1.01%
43,501
+2,523
16
$1.76M 1%
36,840
+500
17
$1.63M 0.93%
6,977
+4,534
18
$1.61M 0.92%
22,155
+2,155
19
$1.61M 0.91%
5,250
+3,750
20
$1.6M 0.91%
14,308
+956
21
$1.52M 0.87%
28,783
+1,156
22
$1.52M 0.86%
1,733
-799
23
$1.5M 0.85%
10,572
-1,044
24
$1.5M 0.85%
6,897
+81
25
$1.49M 0.84%
14,991
+1,395
1
2 3 4 5