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
$296M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$62.8M
2
+$6.65M
3
+$3.23M
4
UBER icon
Uber
UBER
+$898K
5
DHI icon
D.R. Horton
DHI
+$800K

Top Sells

1
+$5.87M
2
+$4.54M
3
+$2.75M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Financials 39.25%
2 Consumer Discretionary 2.52%
3 Technology 2.17%
4 Healthcare 1.78%
5 Real Estate 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.52%
27,864
-2,218
27
$1.45M 0.49%
32,424
-5,812
28
$1.45M 0.49%
45,900
29
$1.42M 0.48%
54,220
30
$1.39M 0.47%
8,857
+400
31
$1.21M 0.41%
14,300
32
$1.1M 0.37%
12,589
33
$1.1M 0.37%
35,687
34
$1.08M 0.37%
8,071
-232
35
$1.02M 0.34%
8,733
-1,540
36
$998K 0.34%
12,008
37
$993K 0.34%
23,312
38
$953K 0.32%
6,849
-503
39
$912K 0.31%
8,161
-1,055
40
$898K 0.3%
+19,370
41
$897K 0.3%
4,210
+673
42
$855K 0.29%
5,458
43
$812K 0.27%
27,979
-2,126
44
$812K 0.27%
9,295
-1,709
45
$800K 0.27%
+18,549
46
$794K 0.27%
8,380
-860
47
$784K 0.26%
+11,000
48
$783K 0.26%
+10,000
49
$777K 0.26%
7,800
50
$768K 0.26%
17,295
+42
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2
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