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
$501M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.74M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$769K

Top Sells

1
+$13.6M
2
+$4.24M
3
+$1.32M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.02M
5
CART icon
Maplebear
CART
+$777K

Sector Composition

1 Financials 16.1%
2 Technology 2.56%
3 Healthcare 1.61%
4 Consumer Discretionary 1.13%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.08%
2,433
+69
77
$388K 0.08%
5,345
78
$378K 0.08%
2,300
79
$375K 0.07%
4,583
80
$366K 0.07%
805
81
$366K 0.07%
2,750
+810
82
$365K 0.07%
2,083
+187
83
$329K 0.07%
4,272
-129
84
$322K 0.06%
4,455
+374
85
$313K 0.06%
645
+71
86
$310K 0.06%
4,899
-299
87
$279K 0.06%
2,026
88
$278K 0.06%
3,501
89
$274K 0.05%
2,513
90
$273K 0.05%
24,970
91
$268K 0.05%
1,458
92
$262K 0.05%
2,774
93
$253K 0.05%
1,553
94
$249K 0.05%
2,215
-385
95
$246K 0.05%
162
96
$246K 0.05%
+55,300
97
$235K 0.05%
+1,923
98
$233K 0.05%
3,012
99
$231K 0.05%
9,829
100
$223K 0.04%
+1,224
1 2 3
4
5