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
$342M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$7.84M
3
+$6.47M
4
UBER icon
Uber
UBER
+$4.68M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.05M

Top Sells

1
+$3.32M
2
+$3.24M
3
+$831K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$639K
5
JPM icon
JPMorgan Chase
JPM
+$382K

Sector Composition

1 Financials 39.92%
2 Technology 3.31%
3 Consumer Discretionary 2.86%
4 Healthcare 1.46%
5 Real Estate 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.12%
1,887
-68
77
$413K 0.12%
10,050
78
$388K 0.11%
11,000
79
$357K 0.1%
11,147
-250
80
$338K 0.1%
11,465
-1,435
81
$321K 0.09%
1,092
-3
82
$303K 0.09%
776
83
$277K 0.08%
5,684
84
$275K 0.08%
2,148
+97
85
$263K 0.08%
3,204
+56
86
$256K 0.07%
786
-29
87
$220K 0.06%
2,999
-1,380
88
$212K 0.06%
+2,364
89
$206K 0.06%
+7,380
90
$205K 0.06%
+4,650
91
$60K 0.02%
10,765
92
– –
-3,257
93
– –
-6,000
94
– –
-8,306
95
– –
-19,100
96
– –
-1,933
1 2 3
4