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
$501M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.74M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$769K

Top Sells

1
+$13.6M
2
+$4.24M
3
+$1.32M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.02M
5
CART icon
Maplebear
CART
+$777K

Sector Composition

1 Financials 16.1%
2 Technology 2.56%
3 Healthcare 1.61%
4 Consumer Discretionary 1.13%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.44%
14,510
-72
27
$2.07M 0.41%
52,190
-222
28
$2.04M 0.41%
11,285
-500
29
$1.99M 0.4%
47,283
+108
30
$1.74M 0.35%
7,622
-1,880
31
$1.74M 0.35%
13,255
32
$1.66M 0.33%
18,380
-1,780
33
$1.66M 0.33%
14,754
-248
34
$1.42M 0.28%
18,282
+1,962
35
$1.33M 0.26%
8,791
+3,267
36
$1.31M 0.26%
32,104
37
$1.2M 0.24%
34,333
+2,954
38
$1.14M 0.23%
45,292
-1,624
39
$1.13M 0.23%
11,915
+2,827
40
$1.13M 0.22%
6,030
41
$1.07M 0.21%
3,411
+208
42
$992K 0.2%
86,187
-666
43
$932K 0.19%
3,685
44
$914K 0.18%
4,565
+439
45
$876K 0.17%
9,767
-1,826
46
$873K 0.17%
2,051
+122
47
$871K 0.17%
3,122
-90
48
$862K 0.17%
10,205
49
$819K 0.16%
22,265
50
$769K 0.15%
+2,959
1
2
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