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
26
$1.86M 0.53%
34,586
+1,437
27
$1.85M 0.53%
7,412
+877
28
$1.84M 0.52%
82,452
+17,557
29
$1.67M 0.47%
36,737
+6,742
30
$1.6M 0.45%
46,398
+4,920
31
$1.46M 0.42%
7,101
+1,580
32
$1.42M 0.4%
2,940
+802
33
$1.41M 0.4%
2,699
+1,774
34
$1.41M 0.4%
18,381
+2,409
35
$1.36M 0.39%
3,769
+452
36
$1.34M 0.38%
17,441
+6,311
37
$1.34M 0.38%
10,121
+4,218
38
$1.32M 0.37%
30,691
+466
39
$1.3M 0.37%
2,623
-103
40
$1.29M 0.37%
+5,245
41
$1.26M 0.36%
25,044
+4,845
42
$1.25M 0.35%
32,067
-1,444
43
$1.24M 0.35%
245,588
+30,753
44
$1.23M 0.35%
2,440
+578
45
$1.22M 0.35%
23,422
+1,241
46
$1.22M 0.35%
6,662
+857
47
$1.21M 0.34%
28,021
+8,510
48
$1.2M 0.34%
6,235
+85
49
$1.2M 0.34%
77,325
50
$1.19M 0.34%
23,862
+669
1
2
3 4 5