DCM
DGS Capital Management Portfolio holdings
AUM
$399M
1-Year Return
36.68%
This Quarter Return
+7.46%
1 Year Return
+36.68%
3 Year Return
+110.25%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$21.2M
(+12%)
Cap. Flow
+$9.73M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
Top 10 Hldgs %
41.93%
Holding
259
New
37
Increased
131
Reduced
69
Closed
21
Top Buys
Top Sells
| 1 |
Coinbase
COIN
|
$1.54M |
| 2 |
Palantir
PLTR
|
$1.51M |
| 3 |
Netflix
NFLX
|
$1.28M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$630K |
| 5 |
Jones Lang LaSalle
JLL
|
$302K |
Sector Composition
| 1 | Technology | 22.61% |
| 2 | Financials | 20.09% |
| 3 | Communication Services | 8.27% |
| 4 | Healthcare | 8.18% |
| 5 | Consumer Discretionary | 6.03% |
