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
$530M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.79M
3
+$1.35M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$812K

Top Sells

1
+$1.23M
2
+$567K
3
+$508K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$444K
5
CSCO icon
Cisco
CSCO
+$426K

Sector Composition

1 Financials 9.09%
2 Technology 2.63%
3 Consumer Discretionary 2.45%
4 Healthcare 1.6%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.51%
26,270
27
$2.65M 0.49%
51,997
+41
28
$2.44M 0.45%
14,616
+71
29
$2M 0.37%
13,064
-118
30
$1.98M 0.37%
43,591
-4,144
31
$1.95M 0.36%
16,034
+526
32
$1.92M 0.36%
10,279
+228
33
$1.81M 0.34%
7,645
+23
34
$1.8M 0.34%
14,446
+132
35
$1.63M 0.3%
16,520
+1,209
36
$1.45M 0.27%
18,079
-126
37
$1.43M 0.26%
8,367
-514
38
$1.35M 0.25%
32,104
39
$1.29M 0.24%
7,807
+306
40
$1.17M 0.22%
45,292
41
$1.09M 0.2%
3,295
+92
42
$1.04M 0.19%
3,788
+79
43
$1.02M 0.19%
28,703
-5,630
44
$1.02M 0.19%
27,317
+250
45
$1M 0.19%
1,943
+6
46
$998K 0.19%
88,870
+2,823
47
$952K 0.18%
9,940
-265
48
$873K 0.16%
3,685
49
$838K 0.16%
2,959
50
$826K 0.15%
1,565
1
2
3 4 5