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
$260M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$981K
3
+$448K
4
NUS icon
Nu Skin
NUS
+$349K
5
AVGO icon
Broadcom
AVGO
+$335K

Top Sells

1
+$828K
2
+$360K
3
+$340K
4
GSK icon
GSK
GSK
+$260K
5
BBY icon
Best Buy
BBY
+$244K

Sector Composition

1 Financials 29.07%
2 Technology 21.36%
3 Communication Services 7.42%
4 Healthcare 7.01%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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254
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255
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256
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257
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258
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-9,595
259
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260
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-3,516
261
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-1,772
7 8 9 10
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