DSCM

Del-Sette Capital Management Portfolio holdings

AUM $144M
1-Year Est. Return 23.86%
This Quarter Est. Return
1 Year Est. Return
+23.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$3.61M
3 +$3.37M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.11M
5
SE icon
Sea Limited
SE
+$3.09M

Top Sells

1 +$14.9M
2 +$8.13M
3 +$1.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.56M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.38M

Sector Composition

1 Technology 10.7%
2 Communication Services 10.08%
3 Consumer Discretionary 6.09%
4 Healthcare 3.35%
5 Energy 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHD icon
51
Schwab US Dividend Equity ETF
SCHD
$70.7B
-13,567