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
$532M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.12M
3
+$6.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.58M

Top Sells

1
+$12.1M
2
+$4.88M
3
+$3.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.81M

Sector Composition

1 Financials 20.82%
2 Healthcare 2.48%
3 Technology 2.09%
4 Consumer Discretionary 1.21%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.19%
16,789
52
$963K 0.18%
6,219
-3,961
53
$910K 0.17%
1,929
54
$884K 0.17%
2,511
-204
55
$854K 0.16%
7,347
56
$830K 0.16%
7,649
57
$793K 0.15%
11,316
58
$787K 0.15%
15,924
-1,000
59
$706K 0.13%
11,677
60
$641K 0.12%
6,050
+1,451
61
$636K 0.12%
2,502
-1,142
62
$579K 0.11%
9,140
-472
63
$570K 0.11%
2,634
+308
64
$569K 0.11%
10,050
65
$565K 0.11%
3,561
+72
66
$560K 0.11%
3,759
+10
67
$534K 0.1%
34,479
68
$526K 0.1%
23,800
69
$519K 0.1%
9,398
70
$507K 0.1%
3,500
-160
71
$499K 0.09%
994
72
$495K 0.09%
8,908
73
$495K 0.09%
2,114
74
$484K 0.09%
11,197
+9
75
$473K 0.09%
5,587
1 2
3
4 5