DCM

Dimension Capital Management Portfolio holdings

AUM $714M
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$6.71M
3
+$4.53M
4
MS icon
Morgan Stanley
MS
+$4.07M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.14M

Top Sells

1
+$7.18M
2
+$1.33M
3
+$928K
4
UPS icon
United Parcel Service
UPS
+$711K
5
IYR icon
iShares US Real Estate ETF
IYR
+$632K

Sector Composition

1 Financials 11.92%
2 Technology 1.47%
3 Communication Services 1.32%
4 Healthcare 0.94%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,551
52
– –
-4,980
53
– –
-1,669
54
– –
-6,200
55
– –
-13,270
56
– –
-13,000
1 2
3