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
$163M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.25M
3
+$903K
4
BHP icon
BHP
BHP
+$813K
5
MSFT icon
Microsoft
MSFT
+$735K

Top Sells

1
+$569K
2
+$413K
3
+$391K
4
NKE icon
Nike
NKE
+$284K
5
YUM icon
Yum! Brands
YUM
+$281K

Sector Composition

1 Financials 26.12%
2 Technology 21.16%
3 Communication Services 7.23%
4 Healthcare 6.72%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.35%
4,108
+1,080
52
$556K 0.34%
2,217
+215
53
$540K 0.33%
25,298
+6,956
54
$523K 0.32%
7,328
+559
55
$521K 0.32%
135,024
+15,294
56
$497K 0.31%
3,290
+410
57
$493K 0.3%
2,038
+271
58
$477K 0.29%
2,598
-807
59
$477K 0.29%
42,358
+3,165
60
$474K 0.29%
29,106
+10,569
61
$470K 0.29%
9,304
+1,188
62
$466K 0.29%
29,346
+17,634
63
$465K 0.29%
17,796
+9,731
64
$459K 0.28%
9,136
+896
65
$459K 0.28%
6,528
+51
66
$458K 0.28%
27,392
+8,447
67
$446K 0.27%
3,383
+883
68
$446K 0.27%
10,870
+599
69
$439K 0.27%
25,726
+10,172
70
$438K 0.27%
8,540
+408
71
$432K 0.27%
2,309
+991
72
$430K 0.26%
5,674
+464
73
$429K 0.26%
1,288
+614
74
$428K 0.26%
9,619
+845
75
$418K 0.26%
8,435
+699
1 2
3
4 5