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
$532M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.12M
3
+$6.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.58M

Top Sells

1
+$12.1M
2
+$4.88M
3
+$3.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.81M

Sector Composition

1 Financials 20.82%
2 Healthcare 2.48%
3 Technology 2.09%
4 Consumer Discretionary 1.21%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.51%
9,161
+191
27
$2.7M 0.51%
6
28
$2.67M 0.5%
27,211
+270
29
$2.57M 0.48%
105,011
+4,221
30
$2.5M 0.47%
11,074
+2,959
31
$2.42M 0.45%
7,196
32
$2.3M 0.43%
51,735
+443
33
$2.22M 0.42%
+60,135
34
$2.02M 0.38%
74,409
-3,041
35
$1.98M 0.37%
14,300
36
$1.95M 0.37%
13,460
37
$1.87M 0.35%
56,666
+26,666
38
$1.51M 0.28%
9,060
-5,140
39
$1.5M 0.28%
11,586
-141
40
$1.42M 0.27%
11,954
+960
41
$1.42M 0.27%
4,026
42
$1.24M 0.23%
18,250
43
$1.23M 0.23%
14,668
-7,375
44
$1.18M 0.22%
3,496
+68
45
$1.17M 0.22%
29,905
-13,245
46
$1.09M 0.21%
3,254
-114
47
$1.09M 0.2%
6,947
48
$1.08M 0.2%
28,749
49
$1.05M 0.2%
3,719
50
$1.04M 0.2%
14,413
+81
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