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
$235M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.57M
3
+$3.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.41M
5
DXC icon
DXC Technology
DXC
+$2M

Top Sells

1
+$2.4M
2
+$1.58M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$819K

Sector Composition

1 Financials 20.52%
2 Consumer Discretionary 3%
3 Technology 2.38%
4 Healthcare 1.85%
5 Real Estate 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.27%
13,585
+5
52
$612K 0.26%
4,263
-30
53
$606K 0.26%
9,306
+57
54
$603K 0.26%
+17,253
55
$588K 0.25%
11,376
56
$565K 0.24%
9,551
+15
57
$541K 0.23%
3,248
+40
58
$529K 0.23%
3,809
+85
59
$520K 0.22%
16,857
60
$512K 0.22%
11,066
61
$468K 0.2%
18,221
-6,800
62
$435K 0.19%
10,406
63
$414K 0.18%
32,350
64
$408K 0.17%
1,940
65
$407K 0.17%
+3,700
66
$394K 0.17%
3,462
67
$384K 0.16%
16,214
+349
68
$381K 0.16%
10,050
69
$380K 0.16%
13,439
70
$377K 0.16%
11,474
-30
71
$361K 0.15%
+1,880
72
$356K 0.15%
6,000
73
$351K 0.15%
1,929
+89
74
$332K 0.14%
+4,696
75
$332K 0.14%
11,000
-23,893
1 2
3
4