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
$182M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.47M
3
+$2.11M
4
C icon
Citigroup
C
+$2.07M
5
FOR icon
Forestar Group
FOR
+$1.9M

Top Sells

1
+$8.58M
2
+$1.19M
3
+$1M
4
BND icon
Vanguard Total Bond Market
BND
+$960K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$898K

Sector Composition

1 Financials 10.25%
2 Technology 2.03%
3 Real Estate 1.86%
4 Healthcare 1.65%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.27%
11,440
+293
52
$486K 0.27%
10,306
-663
53
$478K 0.26%
9,508
+343
54
$437K 0.24%
13,099
55
$428K 0.24%
13,439
56
$405K 0.22%
+32,350
57
$396K 0.22%
1,940
58
$392K 0.22%
10,050
-1,150
59
$385K 0.21%
2,787
-2,093
60
$378K 0.21%
3,462
61
$369K 0.2%
18,232
-2,250
62
$355K 0.2%
13,770
63
$348K 0.19%
14,351
-12,741
64
$347K 0.19%
6,868
65
$347K 0.19%
6,000
66
$345K 0.19%
+58,280
67
$344K 0.19%
2,585
+284
68
$333K 0.18%
1,726
+128
69
$293K 0.16%
2,070
-184
70
$289K 0.16%
2,869
+249
71
$275K 0.15%
932
72
$268K 0.15%
800
-8
73
$223K 0.12%
5,717
74
$222K 0.12%
3,397
+543
75
$221K 0.12%
+1,286
1 2
3
4