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
$532M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.12M
3
+$6.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.58M

Top Sells

1
+$12.1M
2
+$4.88M
3
+$3.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.81M

Sector Composition

1 Financials 20.82%
2 Healthcare 2.48%
3 Technology 2.09%
4 Consumer Discretionary 1.21%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.08%
12,685
77
$440K 0.08%
8,055
-2,956
78
$432K 0.08%
10,379
79
$423K 0.08%
7,625
-2,944
80
$414K 0.08%
4,814
81
$411K 0.08%
+24,570
82
$397K 0.07%
7,641
+818
83
$372K 0.07%
1,045
-300
84
$344K 0.06%
1,682
85
$341K 0.06%
11,839
86
$320K 0.06%
3,527
-1,500
87
$319K 0.06%
6,706
88
$311K 0.06%
2,346
+48
89
$280K 0.05%
+6,110
90
$257K 0.05%
2,247
-850
91
$245K 0.05%
3,012
92
$239K 0.04%
1,375
-15
93
$234K 0.04%
2,668
94
$227K 0.04%
+2,364
95
$225K 0.04%
1,259
96
$219K 0.04%
+3,719
97
$212K 0.04%
3,502
98
$204K 0.04%
339
99
$203K 0.04%
3,257
100
$200K 0.04%
+162
1 2 3
4
5