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
$342M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$7.84M
3
+$6.46M
4
UBER icon
Uber
UBER
+$4.67M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.04M

Top Sells

1
+$3.22M
2
+$3.07M
3
+$818K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$616K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$358K

Sector Composition

1 Financials 39.92%
2 Technology 3.31%
3 Consumer Discretionary 2.86%
4 Healthcare 1.46%
5 Real Estate 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.22%
5,391
-2,739
52
$730K 0.21%
7,839
-1,456
53
$718K 0.21%
7,780
54
$717K 0.21%
26,232
55
$711K 0.21%
48,364
56
$676K 0.2%
12,081
+43
57
$673K 0.2%
14,100
+152
58
$637K 0.19%
18,972
59
$635K 0.19%
2,986
60
$633K 0.19%
10,695
61
$611K 0.18%
12,446
62
$596K 0.17%
11,376
63
$591K 0.17%
9,633
64
$574K 0.17%
3,719
-21,009
65
$553K 0.16%
3,696
66
$551K 0.16%
2,684
-37
67
$530K 0.16%
1,940
68
$504K 0.15%
10,379
69
$470K 0.14%
8,436
70
$448K 0.13%
2,388
-46
71
$443K 0.13%
4,148
72
$441K 0.13%
9,201
-113
73
$438K 0.13%
6,868
-2,541
74
$435K 0.13%
6,924
75
$428K 0.13%
13,909
1 2
3
4