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
$342M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$7.84M
3
+$6.47M
4
UBER icon
Uber
UBER
+$4.68M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.05M

Top Sells

1
+$3.32M
2
+$3.24M
3
+$831K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$639K
5
JPM icon
JPMorgan Chase
JPM
+$382K

Sector Composition

1 Financials 39.92%
2 Technology 3.31%
3 Consumer Discretionary 2.86%
4 Healthcare 1.46%
5 Real Estate 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.54%
10,552
+1,695
27
$1.63M 0.48%
27,864
-1,643
28
$1.57M 0.46%
32,424
29
$1.55M 0.45%
45,900
30
$1.44M 0.42%
54,220
31
$1.42M 0.42%
65,095
-38,024
32
$1.38M 0.4%
15,628
+13,045
33
$1.33M 0.39%
35,298
+114
34
$1.32M 0.39%
14,049
35
$1.26M 0.37%
7,980
-24
36
$1.24M 0.36%
9,515
+782
37
$1.21M 0.35%
36,364
38
$1.2M 0.35%
8,408
+1,316
39
$1.13M 0.33%
35,687
40
$1.13M 0.33%
25,330
+2,018
41
$1.11M 0.33%
+47,523
42
$1.07M 0.31%
12,706
+698
43
$981K 0.29%
18,603
+28
44
$952K 0.28%
11,916
45
$943K 0.28%
26,757
-1,100
46
$904K 0.26%
5,458
47
$885K 0.26%
13,240
+1,120
48
$879K 0.26%
3,883
-327
49
$824K 0.24%
7,800
50
$819K 0.24%
4,212
-51
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2
3 4