DCM

Dimension Capital Management Portfolio holdings

AUM $638M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.4M
3
+$5.56M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.5M
5
GLD icon
SPDR Gold Trust
GLD
+$2.31M

Top Sells

1
+$5.64M
2
+$3.41M
3
+$3.07M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.03M
5
CZR icon
Caesars Entertainment
CZR
+$1.18M

Sector Composition

1 Financials 25.41%
2 Healthcare 3.07%
3 Technology 1.93%
4 Consumer Discretionary 1.75%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.19%
3,550
-56
52
$847K 0.18%
11,977
-902
53
$792K 0.17%
1,929
54
$767K 0.17%
11,147
-1,200
55
$691K 0.15%
7,649
56
$679K 0.15%
2,997
+33
57
$667K 0.15%
+3,740
58
$666K 0.14%
12,369
-700
59
$643K 0.14%
9,525
60
$602K 0.13%
2,187
-31
61
$594K 0.13%
2,538
-92
62
$565K 0.12%
11,011
63
$543K 0.12%
3,489
-74
64
$540K 0.12%
10,050
65
$527K 0.11%
23,800
66
$517K 0.11%
9,398
-1,978
67
$516K 0.11%
2,196
-1,604
68
$513K 0.11%
+34,479
69
$512K 0.11%
8,908
+3,388
70
$510K 0.11%
1,345
71
$505K 0.11%
9,536
+535
72
$480K 0.1%
5,587
-2,402
73
$471K 0.1%
4,599
+453
74
$447K 0.1%
3,660
-1,180
75
$438K 0.1%
1,094
-275
1 2
3
4 5