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
$204M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$833K
3
+$619K
4
VOD icon
Vodafone
VOD
+$388K
5
HMC icon
Honda
HMC
+$377K

Top Sells

1
+$1.54M
2
+$760K
3
+$710K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$626K
5
KMI icon
Kinder Morgan
KMI
+$289K

Sector Composition

1 Technology 22.6%
2 Financials 20.31%
3 Communication Services 8.59%
4 Healthcare 8.36%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.12%
6,492
-233
177
$252K 0.12%
7,540
+45
178
$250K 0.12%
+1,233
179
$249K 0.12%
6,046
-239
180
$249K 0.12%
1,479
+172
181
$248K 0.12%
2,619
+140
182
$246K 0.12%
16,913
+765
183
$244K 0.12%
3,516
-112
184
$240K 0.12%
3,830
-250
185
$239K 0.12%
+275
186
$238K 0.12%
1,772
+165
187
$237K 0.12%
4,242
+67
188
$237K 0.12%
+1,730
189
$232K 0.11%
7,644
+187
190
$229K 0.11%
9,187
+70
191
$226K 0.11%
2,770
-489
192
$225K 0.11%
1,367
-52
193
$225K 0.11%
5,922
-65
194
$223K 0.11%
9,661
-269
195
$220K 0.11%
+3,339
196
$219K 0.11%
3,202
-1,688
197
$219K 0.11%
+387
198
$218K 0.11%
+4,376
199
$218K 0.11%
5,241
-757
200
$218K 0.11%
2,352
+22
6 7
8
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