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
$352M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$1.68M
3 +$1.36M
4
SKM icon
SK Telecom
SKM
+$1.31M
5
APPF icon
AppFolio
APPF
+$1.29M

Top Sells

1 +$367K
2 +$327K
3 +$312K
4
UCB
United Community Banks
UCB
+$290K
5
CMA icon
Comerica
CMA
+$265K

Sector Composition

1 Financials 31.8%
2 Technology 20.1%
3 Communication Services 7.69%
4 Healthcare 6.65%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-10,970
302
-6,747
303
-10,795
304
-681
305
-15,690
306
-36,310
307
-18,916
308
-10,549
309
-6,750
310
-2,694
311
-4,629
312
-15,006
313
-5,660
314
-3,405
315
-5,074
316
-5,647
317
-9,912
318
-11,625