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
$314M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$7.01M
3
+$3.42M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.05M
5
DIS icon
Walt Disney
DIS
+$842K

Top Sells

1
+$11.6M
2
+$8.35M
3
+$5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.86M

Sector Composition

1 Financials 30.82%
2 Technology 4.1%
3 Consumer Discretionary 3.86%
4 Communication Services 1.67%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.64%
10,472
27
$2M 0.64%
14,300
-5,966
28
$1.99M 0.63%
172,308
-18,562
29
$1.88M 0.6%
33,847
+69
30
$1.68M 0.54%
32,424
31
$1.66M 0.53%
14,710
32
$1.58M 0.5%
22,400
+60
33
$1.4M 0.45%
27,864
34
$1.3M 0.42%
43,150
35
$1.11M 0.35%
14,049
36
$1.09M 0.35%
6,097
+525
37
$1.03M 0.33%
9,515
38
$1M 0.32%
35,687
39
$924K 0.29%
23,330
-2,000
40
$914K 0.29%
36,364
41
$847K 0.27%
3,416
-2,779
42
$842K 0.27%
+7,555
43
$811K 0.26%
4,212
44
$777K 0.25%
17,966
45
$765K 0.24%
5,256
46
$726K 0.23%
12,818
+692
47
$716K 0.23%
26,232
48
$707K 0.23%
14,154
49
$705K 0.22%
7,989
-4,717
50
$695K 0.22%
29,237
+480
1
2
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