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
GWW icon
401
W.W. Grainger
GWW
$55B
$236K 0.04%
234
+2
REGN icon
402
Regeneron Pharmaceuticals
REGN
$79.4B
$235K 0.04%
+305
FBTC icon
403
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
$235K 0.04%
+3,088
MNST icon
404
Monster Beverage
MNST
$75B
$234K 0.04%
+3,054
PAM icon
405
Pampa Energía
PAM
$4.39B
$234K 0.04%
+2,645
AWK icon
406
American Water Works
AWK
$25.7B
$234K 0.04%
+1,791
JOYY
407
JOYY Inc
JOYY
$3.14B
$232K 0.04%
+3,581
EMR icon
408
Emerson Electric
EMR
$82.2B
$232K 0.04%
+1,745
JXN icon
409
Jackson Financial
JXN
$7.72B
$232K 0.04%
2,171
+176
FELE icon
410
Franklin Electric
FELE
$4.49B
$231K 0.04%
+2,423
BKH icon
411
Black Hills Corp
BKH
$5.79B
$231K 0.04%
+3,330
AZN icon
412
AstraZeneca
AZN
$318B
$231K 0.04%
+2,509
DOCU
413
DocuSign
DOCU
$8.89B
$230K 0.04%
3,361
-2,132
GPN icon
414
Global Payments
GPN
$19.9B
$230K 0.04%
+2,967
IQV icon
415
IQVIA
IQV
$29.6B
$227K 0.04%
+1,009
INDA icon
416
iShares MSCI India ETF
INDA
$6.61B
$227K 0.04%
4,204
GLW icon
417
Corning
GLW
$141B
$226K 0.04%
+2,582
SPDW icon
418
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.5B
$226K 0.04%
5,078
-1
DELL icon
419
Dell
DELL
$127B
$225K 0.04%
1,791
+40
CMA
420
DELISTED
Comerica
CMA
$225K 0.04%
+2,588
BKU icon
421
Bankunited
BKU
$3.53B
$225K 0.04%
+5,041
SCCO icon
422
Southern Copper
SCCO
$161B
$224K 0.04%
+1,577
SSTK icon
423
Shutterstock
SSTK
$629M
$224K 0.04%
+11,747
NJR icon
424
New Jersey Resources
NJR
$5.62B
$224K 0.04%
+4,859
DXC icon
425
DXC Technology
DXC
$2.2B
$224K 0.04%
+15,290