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DA

DCM Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$524K
3
+$27.9K
4
OBDC icon
Blue Owl Capital
OBDC
+$1.51K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$419

Top Sells

1
+$2.87M
2
+$1.65M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
LUMN icon
Lumen
LUMN
+$741K

Sector Composition

1 Financials 34.92%
2 Technology 23.59%
3 Communication Services 18.86%
4 Healthcare 5.38%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 7.5%
34,417
-2,103
2
$15.9M 6.69%
62,664
-2,704
3
$13.3M 5.59%
47,149
-11,271
4
$12.6M 5.33%
17,203
-640
5
$12.2M 5.15%
15,333
-2,223
6
$11.1M 4.69%
70,041
-2,924
7
$10.8M 4.55%
94,154
-3,674
8
$10.3M 4.34%
31,176
-1,423
9
$10.2M 4.3%
197,700
-8,409
10
$9.85M 4.15%
117,548
-5,074
11
$9.54M 4.02%
30,247
-1,335
12
$8.66M 3.65%
17,310
-684
13
$8.63M 3.64%
60,906
-3,265
14
$8.6M 3.62%
109,443
-4,807
15
$7.31M 3.08%
30,353
+2
16
$6.48M 2.73%
33,623
-1,174
17
$6.45M 2.72%
27,838
-77
18
$6.05M 2.55%
36,182
-1,093
19
$5.48M 2.31%
72,743
-2,894
20
$5.45M 2.3%
173,397
-13,068
21
$5.39M 2.27%
26,549
-3,098
22
$4.03M 1.7%
113,465
-4,968
23
$3.95M 1.67%
24,374
-67
24
$3.95M 1.66%
16,205
-1,532
25
$3.5M 1.48%
11,511
-513
1
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