DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
+6.36%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$462M
AUM Growth
+$462M
(+5.7%)
Cap. Flow
-$929K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
74.59%
Holding
112
New
6
Increased
27
Reduced
32
Closed
11
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$5.38M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.16M |
| 3 |
SPDR Gold Trust
GLD
|
$710K |
| 4 |
Bain Capital Specialty
BCSF
|
$607K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$506K |
Top Sells
Sector Composition
| 1 | Financials | 18.27% |
| 2 | Technology | 2.37% |
| 3 | Healthcare | 2.31% |
| 4 | Consumer Discretionary | 1.17% |
| 5 | Communication Services | 0.61% |
