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
$296M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$62.8M
2
+$6.65M
3
+$3.23M
4
UBER icon
Uber
UBER
+$898K
5
DHI icon
D.R. Horton
DHI
+$800K

Top Sells

1
+$5.87M
2
+$4.54M
3
+$2.75M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Financials 39.25%
2 Consumer Discretionary 2.52%
3 Technology 2.17%
4 Healthcare 1.78%
5 Real Estate 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.25%
6,830
52
$689K 0.23%
13,548
-37
53
$668K 0.23%
48,364
54
$658K 0.22%
12,180
+7,100
55
$651K 0.22%
9,359
+53
56
$651K 0.22%
4,263
57
$635K 0.21%
+78,012
58
$599K 0.2%
11,376
59
$558K 0.19%
2,986
-1,230
60
$555K 0.19%
9,721
+170
61
$537K 0.18%
3,671
-138
62
$521K 0.18%
2,698
-550
63
$518K 0.17%
16,857
64
$517K 0.17%
11,066
65
$505K 0.17%
9,222
-2,621
66
$461K 0.16%
13,439
67
$444K 0.15%
10,379
-10,481
68
$442K 0.15%
8,436
+5,691
69
$442K 0.15%
1,940
70
$424K 0.14%
+2,443
71
$413K 0.14%
3,462
72
$409K 0.14%
3,700
73
$401K 0.14%
11,499
+25
74
$390K 0.13%
10,050
75
$387K 0.13%
14,047
-4,174
1 2
3
4 5