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
$235M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.57M
3
+$3.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.41M
5
DXC icon
DXC Technology
DXC
+$2M

Top Sells

1
+$2.4M
2
+$1.58M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$819K

Sector Composition

1 Financials 20.52%
2 Consumer Discretionary 3%
3 Technology 2.38%
4 Healthcare 1.85%
5 Real Estate 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.14%
5,684
77
$307K 0.13%
804
-9
78
$298K 0.13%
+5,080
79
$295K 0.13%
984
+52
80
$274K 0.12%
5,468
81
$271K 0.12%
+1,095
82
$258K 0.11%
2,365
+8
83
$258K 0.11%
+3,075
84
$257K 0.11%
1,933
-1,642
85
$251K 0.11%
2,095
86
$241K 0.1%
2,028
+11
87
$223K 0.09%
2,579
+1
88
$202K 0.09%
+1,051
89
$163K 0.07%
19,100
90
$137K 0.06%
2,745
-109
91
– –
-8,500
92
– –
-4,664
93
– –
-13,099
94
– –
-2,054
95
– –
-1,954
96
– –
-20,300
1 2 3
4