DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
+6.48%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+1.9%)
Cap. Flow
-$6.73M
Cap. Flow
% of AUM
-2.1%
Top 10 Holdings %
Top 10 Hldgs %
70.45%
Holding
99
New
5
Increased
21
Reduced
26
Closed
5
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.98M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.21M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.35M |
| 4 |
Walt Disney
DIS
|
$565K |
| 5 |
Merck
MRK
|
$361K |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$7.01M |
| 2 |
Caesars Entertainment
CZR
|
$2.37M |
| 3 |
D.R. Horton
DHI
|
$1.98M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$1.54M |
| 5 |
Apple
AAPL
|
$1.45M |
Sector Composition
| 1 | Financials | 28.68% |
| 2 | Technology | 4.08% |
| 3 | Consumer Discretionary | 3.55% |
| 4 | Communication Services | 1.89% |
| 5 | Healthcare | 1.85% |
