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
$206M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.58M
3
+$3.26M
4
CMCSA icon
Comcast
CMCSA
+$3.22M
5
DIS icon
Walt Disney
DIS
+$2.96M

Top Sells

1
+$1.82M
2
+$1.68M
3
+$1.49M
4
TSLA icon
Tesla
TSLA
+$1.46M
5
UNH icon
UnitedHealth
UNH
+$1.43M

Sector Composition

1 Financials 29.65%
2 Communication Services 18.81%
3 Technology 17.08%
4 Healthcare 9.19%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 6.88%
109,240
-13,987
2
$14.1M 6.85%
58,919
-2,198
3
$8.55M 4.15%
135,210
+61,359
4
$7.82M 3.79%
236,134
+108,160
5
$6.89M 3.34%
81,093
+38,328
6
$6.88M 3.33%
196,647
+91,986
7
$6.78M 3.29%
19,752
+8,348
8
$6.62M 3.21%
21,444
+6,066
9
$6.37M 3.09%
73,265
+34,110
10
$6.04M 2.93%
64,775
+23,862
11
$5.94M 2.88%
20,133
+10,010
12
$5.92M 2.87%
72,450
+29,948
13
$5.74M 2.78%
42,804
+15,959
14
$5.73M 2.78%
138,865
+65,258
15
$5.71M 2.77%
35,362
+13,725
16
$5.64M 2.73%
63,897
-15,479
17
$5.53M 2.68%
47,518
+20,675
18
$5.48M 2.66%
37,088
+17,117
19
$4.73M 2.29%
156,063
+61,428
20
$4.59M 2.22%
45,433
+13,730
21
$4.41M 2.14%
36,607
+9,848
22
$4.11M 1.99%
223,026
+109,997
23
$4.06M 1.97%
130,901
+63,633
24
$3.22M 1.56%
17,831
+2,458
25
$3.18M 1.54%
12,066
+3,725
1
2 3 4 5