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
$583M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.67M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.43M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.1M

Top Sells

1
+$1.38M
2
+$660K
3
+$645K
4
FINV
FinVolution Group
FINV
+$525K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$513K

Sector Composition

1 Technology 25.02%
2 Financials 22.06%
3 Communication Services 9.56%
4 Healthcare 7.32%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODFL icon
376
Old Dominion Freight Line
ODFL
$43.9B
$253K 0.04%
1,616
-130
EPI icon
377
WisdomTree India Earnings Fund ETF
EPI
$2.55B
$252K 0.04%
5,450
R icon
378
Ryder
R
$8.29B
$252K 0.04%
1,316
-508
AMD icon
379
Advanced Micro Devices
AMD
$325B
$252K 0.04%
1,175
-793
CVBF icon
380
CVB Financial
CVBF
$2.61B
$251K 0.04%
+13,472
PNW icon
381
Pinnacle West Capital
PNW
$12.2B
$249K 0.04%
2,810
+321
UPS icon
382
United Parcel Service
UPS
$88.4B
$249K 0.04%
2,513
-85
HRB icon
383
H&R Block
HRB
$4.01B
$249K 0.04%
5,710
-66
AEP icon
384
American Electric Power
AEP
$71.4B
$248K 0.04%
+2,149
PFBC icon
385
Preferred Bank
PFBC
$1.09B
$248K 0.04%
+2,624
AVUS icon
386
Avantis US Equity ETF
AVUS
$11.1B
$247K 0.04%
+2,211
PH icon
387
Parker-Hannifin
PH
$122B
$247K 0.04%
+281
GEF icon
388
Greif
GEF
$4B
$247K 0.04%
+3,646
RDN icon
389
Radian Group
RDN
$4.66B
$244K 0.04%
6,788
+195
UBSI icon
390
United Bankshares
UBSI
$5.69B
$244K 0.04%
+6,355
APA icon
391
APA Corp
APA
$11.5B
$244K 0.04%
+9,958
NNN icon
392
NNN REIT
NNN
$8.55B
$243K 0.04%
6,138
+109
NEU icon
393
NewMarket
NEU
$6.07B
$242K 0.04%
352
+13
FIZZ icon
394
National Beverage
FIZZ
$3.34B
$241K 0.04%
+7,543
CW icon
395
Curtiss-Wright
CW
$25B
$239K 0.04%
434
+33
BFST icon
396
Business First Bancshares
BFST
$886M
$239K 0.04%
+9,148
RNG icon
397
RingCentral
RNG
$3.4B
$239K 0.04%
+8,264
MSI icon
398
Motorola Solutions
MSI
$77.4B
$238K 0.04%
620
-30
TOWN icon
399
Towne Bank
TOWN
$3.11B
$236K 0.04%
+7,087
KMT icon
400
Kennametal
KMT
$3.05B
$236K 0.04%
+8,320
14 15
16
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