DCM
DGS Capital Management Portfolio holdings
AUM
$399M
1-Year Return
36.68%
This Quarter Return
+20.89%
1 Year Return
+36.68%
3 Year Return
+110.25%
5 Year Return
–
10 Year Return
–
AUM
$352M
AUM Growth
+$92M
(+35%)
Cap. Flow
+$47.7M
Cap. Flow
% of AUM
13.55%
Top 10 Holdings %
Top 10 Hldgs %
48%
Holding
318
New
68
Increased
160
Reduced
59
Closed
22
Top Buys
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.81M |
| 2 |
NVIDIA
NVDA
|
$1.68M |
| 3 |
Microsoft
MSFT
|
$1.36M |
| 4 |
SK Telecom
SKM
|
$1.31M |
| 5 |
AppFolio
APPF
|
$1.29M |
Top Sells
| 1 |
Nu Skin
NUS
|
$367K |
| 2 |
Biogen
BIIB
|
$327K |
| 3 |
Humana
HUM
|
$312K |
| 4 |
UCB
United Community Banks, Inc.
UCB
|
$290K |
| 5 |
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% |
