DCM

Dimension Capital Management Portfolio holdings

AUM $688M
1-Year Est. Return 16.6%
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.7M
3
+$10.6M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$10.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.77%
2 Consumer Discretionary 7.39%
3 Healthcare 1.66%
4 Industrials 1.05%
5 Technology 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$258K 0.09%
+2,443
27
$245K 0.08%
+2,337
28
$244K 0.08%
+1,669
29
$237K 0.08%
+1,757
30
$228K 0.08%
+5,920
31
$222K 0.08%
+1,889
32
$216K 0.07%
+7,003
33
$212K 0.07%
+2,936
34
$197K 0.07%
+13,565
35
$125K 0.04%
+13,000
36
– –
0
37
– –
0
1
2