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
$205M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.4M
3
+$2.69M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$982K

Top Sells

1
+$2.31M
2
+$1.9M
3
+$1.81M
4
NVDA icon
NVIDIA
NVDA
+$445K
5
HON icon
Honeywell
HON
+$444K

Sector Composition

1 Financials 14.22%
2 Consumer Discretionary 3%
3 Healthcare 1.68%
4 Technology 1.65%
5 Real Estate 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.63%
45,900
27
$1.16M 0.57%
30,456
+7,144
28
$1.11M 0.54%
8,457
29
$1.04M 0.51%
10,273
30
$1M 0.49%
14,300
31
$982K 0.48%
+12,589
32
$980K 0.48%
7,596
+241
33
$926K 0.45%
35,687
34
$900K 0.44%
9,216
35
$885K 0.43%
8,712
+609
36
$848K 0.41%
6,425
+1,307
37
$834K 0.41%
11,125
-3,135
38
$832K 0.41%
19,210
+930
39
$783K 0.38%
20,860
40
$781K 0.38%
31,699
+2,138
41
$730K 0.36%
34,893
42
$726K 0.35%
+3,554
43
$718K 0.35%
9,560
+280
44
$697K 0.34%
7,800
45
$675K 0.33%
46,684
46
$643K 0.31%
13,580
47
$628K 0.31%
6,830
-32
48
$596K 0.29%
25,021
+921
49
$578K 0.28%
11,376
50
$563K 0.28%
4,293
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