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DCM

Dimension Capital Management Portfolio holdings

AUM $712M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.8M
3
+$12.7M
4
BBDC icon
Barings BDC
BBDC
+$2.98M
5
CZR icon
Caesars Entertainment
CZR
+$1.69M

Top Sells

1
+$3.87M
2
+$3.05M
3
+$1.57M
4
HSBC.PRA
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
+$1.44M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.42M

Sector Composition

1 Financials 26.45%
2 Technology 4.07%
3 Consumer Discretionary 3.03%
4 Communication Services 1.18%
5 Materials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.49%
32,424
27
$1.3M 0.47%
22,340
+9,100
28
$1.25M 0.45%
86,671
+36,032
29
$1.25M 0.45%
190,870
+6,356
30
$1.21M 0.44%
27,864
31
$1.2M 0.44%
45,456
-2,067
32
$1.18M 0.43%
6,195
+3,209
33
$1.16M 0.42%
43,150
-2,750
34
$1.15M 0.42%
+82,715
35
$1.15M 0.42%
33,778
+15,175
36
$1.13M 0.41%
+34,448
37
$1.08M 0.39%
12,706
38
$1.02M 0.37%
5,572
+1,689
39
$994K 0.36%
14,049
40
$915K 0.33%
9,515
41
$850K 0.31%
25,330
42
$843K 0.31%
35,687
43
$708K 0.26%
26,232
44
$677K 0.25%
17,966
+5,520
45
$667K 0.24%
36,364
46
$645K 0.23%
4,212
47
$610K 0.22%
28,757
+2,000
48
$607K 0.22%
5,256
-202
49
$588K 0.21%
11,376
50
$574K 0.21%
7,800
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