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
$530M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.79M
3
+$1.35M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$812K

Top Sells

1
+$1.23M
2
+$567K
3
+$508K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$444K
5
CSCO icon
Cisco
CSCO
+$426K

Sector Composition

1 Financials 9.09%
2 Technology 2.63%
3 Consumer Discretionary 2.45%
4 Healthcare 1.6%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$818K 0.15%
22,265
52
$778K 0.14%
2,110
53
$763K 0.14%
10,665
54
$745K 0.14%
3,780
-2,250
55
$731K 0.14%
5,395
+169
56
$718K 0.13%
12,270
+194
57
$676K 0.13%
6,633
58
$673K 0.13%
4,032
+1,747
59
$661K 0.12%
11,098
60
$658K 0.12%
26,232
61
$652K 0.12%
782
62
$589K 0.11%
1,007
-62
63
$570K 0.11%
10,500
64
$550K 0.1%
8,820
65
$502K 0.09%
5,367
66
$497K 0.09%
10,392
-723
67
$487K 0.09%
4,023
-373
68
$485K 0.09%
4,567
-94
69
$445K 0.08%
2,495
70
$439K 0.08%
2,300
71
$426K 0.08%
729
-76
72
$397K 0.07%
2,611
73
$395K 0.07%
7,483
-1,915
74
$381K 0.07%
4,583
75
$376K 0.07%
6,578
-2,330
1 2
3
4 5