DCM
DGS Capital Management Portfolio holdings
AUM
$399M
1-Year Return
36.68%
This Quarter Return
+3.02%
1 Year Return
+36.68%
3 Year Return
+110.25%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$25.7M
(+21%)
Cap. Flow
+$29M
Cap. Flow
% of AUM
19.35%
Top 10 Holdings %
Top 10 Hldgs %
48.48%
Holding
226
New
32
Increased
112
Reduced
57
Closed
19
Top Buys
| 1 |
Coinbase
COIN
|
$15.2M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.86M |
| 3 |
Honda
HMC
|
$604K |
| 4 |
WNS Holdings
WNS
|
$512K |
| 5 |
CIXX
CI Financial Corp.
CIXX
|
$471K |
Top Sells
Sector Composition
| 1 | Financials | 25.15% |
| 2 | Technology | 19.29% |
| 3 | Healthcare | 8.29% |
| 4 | Communication Services | 8% |
| 5 | Consumer Discretionary | 5.97% |
