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
SPYG icon
101
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.5B
$1.13M 0.19%
10,616
+127
VTI icon
102
Vanguard Total Stock Market ETF
VTI
$574B
$1.13M 0.19%
3,370
+146
ED icon
103
Consolidated Edison
ED
$40B
$1.12M 0.19%
11,247
+1,595
WB icon
104
Weibo
WB
$2.36B
$1.09M 0.19%
106,768
+33,705
VOD icon
105
Vodafone
VOD
$33.8B
$1.09M 0.19%
82,276
-1,728
ASX icon
106
ASE Group
ASX
$47.4B
$1.09M 0.19%
67,430
-3,668
VXF icon
107
Vanguard Extended Market ETF
VXF
$25.5B
$1.08M 0.19%
5,185
-11
ELV icon
108
Elevance Health
ELV
$63.3B
$1.08M 0.19%
3,086
+151
RIO icon
109
Rio Tinto
RIO
$150B
$1.06M 0.18%
13,282
+1,569
DFAC icon
110
Dimensional US Core Equity 2 ETF
DFAC
$41.4B
$1.05M 0.18%
26,450
VIPS icon
111
Vipshop
VIPS
$7.82B
$1.04M 0.18%
58,518
+5,370
HLF icon
112
Herbalife
HLF
$1.67B
$1.03M 0.18%
79,577
+39,661
WIT icon
113
Wipro
WIT
$22.9B
$1.02M 0.18%
360,711
-37,600
APH icon
114
Amphenol
APH
$168B
$996K 0.17%
7,368
+3,517
BILS icon
115
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$990K 0.17%
9,982
+278
MS icon
116
Morgan Stanley
MS
$257B
$984K 0.17%
5,542
+1,402
HPE icon
117
Hewlett Packard
HPE
$28.5B
$979K 0.17%
40,753
+441
MU icon
118
Micron Technology
MU
$435B
$979K 0.17%
3,429
+1,869
CMI icon
119
Cummins
CMI
$76.5B
$973K 0.17%
+1,906
DBX icon
120
Dropbox
DBX
$6.16B
$955K 0.16%
34,360
+3,933
URI icon
121
United Rentals
URI
$52.8B
$947K 0.16%
1,171
-90
ETR icon
122
Entergy
ETR
$47.6B
$947K 0.16%
10,247
-490
EVRG icon
123
Evergy
EVRG
$19.1B
$925K 0.16%
12,757
+1,685
PM icon
124
Philip Morris
PM
$263B
$921K 0.16%
5,743
-1,444
CTSH icon
125
Cognizant
CTSH
$31.4B
$889K 0.15%
10,710
-304
3 4
5
6 7