DCM

DGS Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 36.68%
This Quarter Est. Return
1 Year Est. Return
+36.68%
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
+$1.47M
2
+$995K
3
+$478K
4
M icon
Macy's
M
+$419K
5
AVGO icon
Broadcom
AVGO
+$395K

Top Sells

1
+$798K
2
+$360K
3
+$340K
4
GSK icon
GSK
GSK
+$268K
5
TSLA icon
Tesla
TSLA
+$253K

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
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258
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260
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-3,635
261
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