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
$124M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$676K
3
+$406K
4
PYPL icon
PayPal
PYPL
+$395K
5
CMCSA icon
Comcast
CMCSA
+$378K

Top Sells

1
+$729K
2
+$665K
3
+$643K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$379K
5
BBY icon
Best Buy
BBY
+$374K

Sector Composition

1 Technology 21.66%
2 Financials 14.72%
3 Communication Services 9.69%
4 Healthcare 9.41%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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