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
$161M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$18M
3 +$6.1M
4
AAPL icon
Apple
AAPL
+$4.99M
5
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$4.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.82%
2 Technology 21.26%
3 Communication Services 6.42%
4 Healthcare 5.54%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$43K 0.03%
+11,337
177
$30K 0.02%
+13,992
178
$25K 0.02%
+4,765
179
$23K 0.01%
+23,950
180
$21K 0.01%
+10,627
181
$11K 0.01%
+969
182
$9K 0.01%
+20