DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
+2.62%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(-1%)
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
62.58%
Holding
97
New
9
Increased
36
Reduced
15
Closed
10
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$10.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.28M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.59M |
| 4 |
Gilead Sciences
GILD
|
$1.18M |
| 5 |
Magna International
MGA
|
$773K |
Sector Composition
| 1 | Financials | 10.68% |
| 2 | Technology | 2.73% |
| 3 | Communication Services | 2.09% |
| 4 | Industrials | 1.86% |
| 5 | Consumer Discretionary | 1.67% |
