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
$564M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.7M
4
DHI icon
D.R. Horton
DHI
+$1.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.31M

Top Sells

1
+$41M
2
+$5.25M
3
+$2.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
CNXC icon
Concentrix
CNXC
+$1.66M

Sector Composition

1 Financials 7.63%
2 Technology 2.08%
3 Healthcare 1.92%
4 Consumer Discretionary 1.04%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$804K 0.14%
1,565
52
$781K 0.14%
+22,000
53
$764K 0.14%
+93,752
54
$764K 0.14%
5,826
+275
55
$738K 0.13%
3,873
56
$704K 0.12%
10,391
+2,767
57
$696K 0.12%
17,853
58
$682K 0.12%
8,077
+366
59
$663K 0.12%
12,873
+381
60
$650K 0.12%
3,685
61
$644K 0.11%
972
+141
62
$632K 0.11%
6,599
-34
63
$626K 0.11%
26,232
64
$609K 0.11%
4,032
65
$602K 0.11%
6,490
66
$579K 0.1%
+17,580
67
$558K 0.1%
13,995
68
$536K 0.1%
13,020
69
$533K 0.09%
4,023
70
$530K 0.09%
7,726
+351
71
$519K 0.09%
990
-21
72
$423K 0.08%
3,200
-1,367
73
$419K 0.07%
4,626
-575
74
$413K 0.07%
2,604
-203
75
$404K 0.07%
7,483
1 2
3
4 5