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
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 8.85%
168,995
+54,920
2
$26.4M 7.79%
78,562
+24,239
3
$13M 3.82%
89,460
+38,120
4
$9.52M 2.81%
28,306
+7,236
5
$7.71M 2.27%
173,212
+45,756
6
$7.67M 2.26%
46,020
-6,160
7
$7.59M 2.24%
47,916
+23,045
8
$5.71M 1.68%
19,089
+5,726
9
$5.63M 1.66%
36,357
+3,023
10
$5.52M 1.63%
56,224
+14,400
11
$4.94M 1.46%
98,181
+11,573
12
$4.55M 1.34%
31,480
+14,520
13
$4.46M 1.32%
43,259
+22,534
14
$4.34M 1.28%
115,520
+17,245
15
$4.21M 1.24%
74,095
+27,492
16
$4.1M 1.21%
15,845
+9,206
17
$4M 1.18%
10,444
+3,204
18
$3.75M 1.11%
95,260
+47,545
19
$3.61M 1.06%
122,720
-17,800
20
$3.6M 1.06%
74,936
+25,980
21
$3.56M 1.05%
40,816
+15,714
22
$3.55M 1.05%
18,829
+9,722
23
$3.49M 1.03%
8,400
+3,766
24
$3.46M 1.02%
9,822
+2,937
25
$3.41M 1.01%
20,861
+7,168
1
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