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
$564M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.7M
4
DHI icon
D.R. Horton
DHI
+$1.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M

Top Sells

1
+$41M
2
+$5.25M
3
+$2.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
CNXC icon
Concentrix
CNXC
+$1.66M

Sector Composition

1 Financials 7.63%
2 Technology 2.08%
3 Healthcare 1.92%
4 Consumer Discretionary 1.04%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.49%
50,678
-1,694
27
$2.55M 0.45%
6,801
-947
28
$2.26M 0.4%
27,922
+10,635
29
$2.17M 0.39%
13,918
-538
30
$2.1M 0.37%
44,880
+36,309
31
$2.07M 0.37%
41,635
+298
32
$1.95M 0.35%
14,267
+23
33
$1.92M 0.34%
15,130
+12,830
34
$1.83M 0.32%
13,064
35
$1.68M 0.3%
8,834
-1,436
36
$1.6M 0.28%
7,234
37
$1.39M 0.25%
32,104
38
$1.36M 0.24%
12,519
-2,103
39
$1.29M 0.23%
16,303
-3,351
40
$1.26M 0.22%
3,601
-165
41
$1.17M 0.21%
8,368
-115
42
$1.17M 0.21%
2,126
+16
43
$1.09M 0.19%
3,966
+1,007
44
$1.04M 0.18%
28,703
45
$999K 0.18%
1,967
+17
46
$931K 0.17%
6,023
-999
47
$880K 0.16%
34,986
-10,307
48
$871K 0.15%
3,203
-104
49
$864K 0.15%
79,707
-7,437
50
$862K 0.15%
16,379
+5,879
1
2
3 4 5