DCM

Decade Capital Management Portfolio holdings

AUM $459M
1-Year Est. Return 13.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
-$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$22.1M
3
+$21.7M
4
HCA icon
HCA Healthcare
HCA
+$18.7M
5
SWN
Southwestern Energy Company
SWN
+$17.3M

Top Sells

1
+$91.7M
2
+$67.8M
3
+$61.9M
4
AEP icon
American Electric Power
AEP
+$44.9M
5
NEE icon
NextEra Energy
NEE
+$40.1M

Sector Composition

1 Healthcare 30.65%
2 Energy 26.24%
3 Financials 19.54%
4 Real Estate 8.6%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-103,781
152
– –
-8,300
153
– –
-45,000
154
– –
-1,093,400
155
– –
-20,100
156
– –
-387,300
157
– –
-87,000
158
– –
-2,100
159
– –
-283,900
160
– –
-59,730
161
– –
-886,103
162
– –
-53,529
163
– –
-31,500
164
– –
-35,277
165
– –
-101,907
166
– –
-188,744
167
– –
-377,400
168
– –
-184,921
169
– –
-110,401
170
– –
-303,768
171
– –
-1,349
172
– –
-50,185
173
– –
-76,340
174
– –
-562,159
175
– –
-34,714
5 6
7
8 9