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
$350M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$527K
3
+$281K
4
BA icon
Boeing
BA
+$207K
5
SGRY icon
Surgery Partners
SGRY
+$189K

Top Sells

1
+$2.93M
2
+$2.06M
3
+$1.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
BABA icon
Alibaba
BABA
+$1.17M

Sector Composition

1 Financials 30.55%
2 Technology 3.12%
3 Consumer Discretionary 2.85%
4 Communication Services 1.82%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.19%
3,719
52
$643K 0.18%
9,525
53
$634K 0.18%
1,929
54
$616K 0.18%
11,376
55
$604K 0.17%
11,147
56
$569K 0.16%
2,607
+119
57
$557K 0.16%
3,462
58
$527K 0.15%
7,649
59
$515K 0.15%
17,463
+4,464
60
$488K 0.14%
1,556
-1,900
61
$462K 0.13%
10,050
62
$406K 0.12%
9,083
63
$395K 0.11%
1,124
-103
64
$388K 0.11%
3,591
65
$365K 0.1%
3,097
66
$358K 0.1%
2,816
-1,235
67
$318K 0.09%
10,379
68
$310K 0.09%
3,540
-2,860
69
$304K 0.09%
2,191
70
$293K 0.08%
5,520
-12,446
71
$275K 0.08%
776
72
$252K 0.07%
4,309
73
$226K 0.06%
10,400
74
$214K 0.06%
3,502
75
$207K 0.06%
+965
1 2
3
4