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
$350M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$527K
3
+$281K
4
BA icon
Boeing
BA
+$207K
5
SGRY icon
Surgery Partners
SGRY
+$189K

Top Sells

1
+$2.93M
2
+$2.06M
3
+$1.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
BABA icon
Alibaba
BABA
+$1.17M

Sector Composition

1 Financials 30.55%
2 Technology 3.12%
3 Consumer Discretionary 2.85%
4 Communication Services 1.82%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.56%
30,648
27
$1.8M 0.51%
7,653
-264
28
$1.79M 0.51%
14,300
29
$1.72M 0.49%
7,715
-8,290
30
$1.68M 0.48%
27,864
31
$1.45M 0.41%
43,150
32
$1.41M 0.4%
6,097
33
$1.22M 0.35%
9,515
34
$1.2M 0.34%
13,700
-8,760
35
$1.15M 0.33%
15,551
-392
36
$1.07M 0.31%
21,451
37
$1.03M 0.29%
4,212
38
$1.02M 0.29%
5,256
39
$977K 0.28%
11,116
-151
40
$897K 0.26%
28,749
41
$873K 0.25%
6,145
+1,975
42
$836K 0.24%
13,579
+1,385
43
$821K 0.23%
45,374
-11,314
44
$803K 0.23%
26,523
-2,714
45
$796K 0.23%
12,285
-39
46
$790K 0.23%
2,891
-605
47
$734K 0.21%
26,232
48
$704K 0.2%
7,989
49
$702K 0.2%
14,332
+178
50
$697K 0.2%
2,215
-12
1
2
3 4