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
$459M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.4M
3
+$5.56M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.5M
5
GLD icon
SPDR Gold Trust
GLD
+$2.31M

Top Sells

1
+$5.64M
2
+$3.41M
3
+$3.07M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.03M
5
CZR icon
Caesars Entertainment
CZR
+$1.18M

Sector Composition

1 Financials 25.41%
2 Healthcare 3.07%
3 Technology 1.93%
4 Consumer Discretionary 1.75%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.54%
26,941
-33,436
27
$2.44M 0.53%
10,746
+1,023
28
$2.19M 0.48%
79,349
+671
29
$2.14M 0.47%
19,051
+82
30
$2.12M 0.46%
51,292
+174
31
$2.08M 0.45%
14,300
32
$1.95M 0.42%
7,212
-376
33
$1.93M 0.42%
+70,429
34
$1.87M 0.41%
10,632
-2,204
35
$1.83M 0.4%
8,115
-9,016
36
$1.69M 0.37%
13,460
+100
37
$1.64M 0.36%
24,447
-3,417
38
$1.62M 0.35%
43,150
39
$1.6M 0.35%
22,043
-13,304
40
$1.56M 0.34%
50,000
41
$1.18M 0.26%
3,381
+21
42
$1.15M 0.25%
11,875
-238
43
$1.13M 0.25%
18,250
44
$1.11M 0.24%
4,089
-36
45
$1.05M 0.23%
28,749
46
$1.03M 0.22%
6,947
-5,542
47
$919K 0.2%
16,924
-4,527
48
$901K 0.2%
3,719
49
$892K 0.19%
14,332
50
$878K 0.19%
11,000
1
2
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