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
$243M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$341K
2
+$205K
3
+$202K
4
CRM icon
Salesforce
CRM
+$105K
5
AMZN icon
Amazon
AMZN
+$40.9K

Top Sells

1
+$4.55M
2
+$4.32M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

Sector Composition

1 Financials 28.66%
2 Communication Services 23.68%
3 Technology 17.65%
4 Healthcare 6.77%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 7.44%
42,876
-10,818
2
$14M 5.78%
81,774
-22,771
3
$13.9M 5.72%
28,558
-6,468
4
$11.5M 4.73%
93,762
-9,486
5
$9.43M 3.89%
120,686
-16,969
6
$8.67M 3.57%
43,012
-5,157
7
$8.54M 3.52%
14,064
-1,243
8
$8.26M 3.4%
217,754
-22,554
9
$8.2M 3.38%
19,501
-4,272
10
$7.9M 3.26%
34,710
-2,538
11
$7.85M 3.24%
62,527
-7,350
12
$7.74M 3.19%
178,531
-14,749
13
$7.64M 3.15%
18,280
-1,031
14
$7.34M 3.02%
126,566
-9,234
15
$6.96M 2.87%
73,948
-5,909
16
$6.82M 2.81%
34,060
-9,640
17
$6.48M 2.67%
42,910
-28,651
18
$5.88M 2.42%
32,281
-7,804
19
$5.49M 2.26%
68,854
-11,594
20
$5.2M 2.14%
14,925
+93
21
$4.45M 1.83%
45,603
-14,037
22
$4.44M 1.83%
119,902
-9,525
23
$4.29M 1.77%
28,143
-254
24
$3.61M 1.49%
22,125
-1,598
25
$3.3M 1.36%
11,701
-140
1
2 3 4 5