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
26
$1.47M 0.57%
+77,325
27
$1.44M 0.55%
2,726
+163
28
$1.41M 0.54%
33,511
+1,271
29
$1.41M 0.54%
6,535
+274
30
$1.39M 0.53%
3,317
+201
31
$1.38M 0.53%
15,972
+1,188
32
$1.3M 0.5%
19,052
-2,091
33
$1.28M 0.49%
41,478
+4,825
34
$1.25M 0.48%
64,895
+1,417
35
$1.19M 0.46%
41,544
36
$1.17M 0.45%
23,193
+457
37
$1.12M 0.43%
1,927
-11
38
$1.12M 0.43%
30,225
-7,238
39
$1.11M 0.43%
1,862
+91
40
$1.08M 0.41%
29,995
-753
41
$1.05M 0.4%
214,835
+1,231
42
$1.05M 0.4%
6,150
-15
43
$997K 0.38%
45,093
+2,260
44
$975K 0.37%
4,735
-456
45
$968K 0.37%
20,199
+242
46
$958K 0.37%
12,939
+2,989
47
$951K 0.37%
3,513
+13
48
$948K 0.36%
3,291
+55
49
$940K 0.36%
9,305
+576
50
$918K 0.35%
22,181
+524
1
2
3 4 5