DCM

Dimension Capital Management Portfolio holdings

AUM $638M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.93M
3
+$2.17M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.14M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.3M

Top Sells

1
+$7.65M
2
+$1.33M
3
+$930K
4
UPS icon
United Parcel Service
UPS
+$711K
5
IYR icon
iShares US Real Estate ETF
IYR
+$636K

Sector Composition

1 Financials 11.92%
2 Technology 1.47%
3 Communication Services 1.32%
4 Healthcare 0.94%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$436K 0.15%
+18,491
27
$420K 0.15%
2,755
-64
28
$412K 0.14%
+1,726
29
$412K 0.14%
+1,726
30
$392K 0.14%
30,870
31
$370K 0.13%
+18,232
32
$354K 0.12%
+5,373
33
$338K 0.12%
7,620
-172,380
34
$327K 0.11%
+6,323
35
$316K 0.11%
11,000
36
$307K 0.11%
+5,518
37
$307K 0.11%
+5,518
38
$304K 0.11%
+11,569
39
$276K 0.1%
+10,447
40
$268K 0.09%
2,443
41
$247K 0.09%
+1,888
42
$245K 0.08%
5,900
-20
43
$235K 0.08%
2,105
-232
44
$217K 0.08%
+4,800
45
$204K 0.07%
1,487
-270
46
$201K 0.07%
2,936
47
$157K 0.05%
14,250
+685
48
– –
0
49
– –
0
50
– –
-1,889
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