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
$501M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.74M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$769K

Top Sells

1
+$13.6M
2
+$4.24M
3
+$1.32M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.02M
5
CART icon
Maplebear
CART
+$777K

Sector Composition

1 Financials 16.1%
2 Technology 2.56%
3 Healthcare 1.61%
4 Consumer Discretionary 1.13%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$761K 0.15%
10,665
52
$759K 0.15%
782
53
$752K 0.15%
1,565
54
$656K 0.13%
2,473
+38
55
$652K 0.13%
26,232
56
$638K 0.13%
5,068
+18
57
$627K 0.13%
3,879
+274
58
$616K 0.12%
1,245
+99
59
$604K 0.12%
11,717
+82
60
$596K 0.12%
6,633
61
$565K 0.11%
+10,500
62
$557K 0.11%
2,110
63
$540K 0.11%
23,454
-1,063
64
$536K 0.11%
8,820
65
$529K 0.11%
14,175
-20,825
66
$484K 0.1%
9,398
67
$476K 0.09%
8,908
68
$464K 0.09%
11,115
69
$445K 0.09%
2,528
+161
70
$433K 0.09%
4,443
+35
71
$429K 0.09%
+6,392
72
$428K 0.09%
8,583
-663
73
$401K 0.08%
10,379
74
$394K 0.08%
31,812
75
$391K 0.08%
2,412
-256
1 2
3
4 5