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
$182M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.47M
3
+$2.11M
4
C icon
Citigroup
C
+$2.07M
5
FOR icon
Forestar Group
FOR
+$1.9M

Top Sells

1
+$8.58M
2
+$1.19M
3
+$1M
4
BND icon
Vanguard Total Bond Market
BND
+$960K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$898K

Sector Composition

1 Financials 10.25%
2 Technology 2.03%
3 Real Estate 1.86%
4 Healthcare 1.65%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.67%
8,457
27
$1.16M 0.64%
14,391
-385
28
$1.13M 0.62%
10,273
29
$1.07M 0.59%
35,687
30
$986K 0.54%
11,873
31
$984K 0.54%
23,312
32
$961K 0.53%
9,221
-3,160
33
$891K 0.49%
7,340
+3,782
34
$797K 0.44%
5,118
-210
35
$786K 0.43%
18,278
-8,897
36
$777K 0.43%
+27,561
37
$776K 0.43%
36,271
38
$749K 0.41%
20,860
39
$736K 0.4%
7,459
+551
40
$733K 0.4%
8,620
+20
41
$710K 0.39%
15,030
42
$642K 0.35%
24,150
-3,981
43
$596K 0.33%
+13,587
44
$589K 0.32%
11,376
45
$584K 0.32%
+4,299
46
$551K 0.3%
9,145
+54
47
$540K 0.3%
16,857
48
$534K 0.29%
+6,841
49
$523K 0.29%
3,575
-2,015
50
$501K 0.28%
2,579
+60
1
2
3 4