DCM
DGS Capital Management Portfolio holdings
AUM
$399M
This Quarter Return
-15.53%
1 Year Return
+36.68%
3 Year Return
+110.25%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-24%)
Cap. Flow
+$3.37M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
42.87%
Holding
236
New
35
Increased
91
Reduced
62
Closed
42
Top Buys
| 1 |
SNP
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
|
$664K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$626K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$376K |
| 4 |
Unilever
UL
|
$354K |
| 5 |
Comcast
CMCSA
|
$345K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$729K |
| 2 |
HubSpot
HUBS
|
$643K |
| 3 |
Microsoft
MSFT
|
$629K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$378K |
| 5 |
Best Buy
BBY
|
$374K |
Sector Composition
| 1 | Technology | 21.66% |
| 2 | Financials | 14.72% |
| 3 | Communication Services | 9.69% |
| 4 | Healthcare | 9.41% |
| 5 | Consumer Discretionary | 5.02% |