DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
+0.56%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
(-7.9%)
Cap. Flow
-$48.4M
Cap. Flow
% of AUM
-8.58%
Top 10 Holdings %
Top 10 Hldgs %
70.48%
Holding
113
New
4
Increased
24
Reduced
36
Closed
13
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.94M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.8M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$1.7M |
| 4 |
D.R. Horton
DHI
|
$1.63M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.31M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$41M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$5.25M |
| 3 |
Surgery Partners
SGRY
|
$2.67M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.38M |
| 5 |
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% |
