DCM

DGS Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 36.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$801K
2
+$608K
3
+$508K
4
VNT icon
Vontier
VNT
+$379K
5
VZ icon
Verizon
VZ
+$355K

Top Sells

1
+$1.08M
2
+$510K
3
+$418K
4
PYPL icon
PayPal
PYPL
+$416K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$391K

Sector Composition

1 Technology 20.71%
2 Financials 17.86%
3 Healthcare 10.05%
4 Communication Services 9.01%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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230
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-88,396
233
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236
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239
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-11,007
240
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-90,422
6 7 8 9
10