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
$530M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.79M
3
+$1.35M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$812K

Top Sells

1
+$1.23M
2
+$567K
3
+$508K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$444K
5
CSCO icon
Cisco
CSCO
+$426K

Sector Composition

1 Financials 9.09%
2 Technology 2.63%
3 Consumer Discretionary 2.45%
4 Healthcare 1.6%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.06%
603
-56
77
$341K 0.06%
2,807
78
$328K 0.06%
28,337
-3,475
79
$311K 0.06%
4,143
-11
80
$300K 0.06%
2,026
81
$293K 0.05%
2,463
+505
82
$284K 0.05%
2,513
83
$271K 0.05%
1,553
84
$265K 0.05%
3,530
-1,815
85
$254K 0.05%
162
86
$252K 0.05%
3,501
87
$239K 0.04%
3,012
88
$236K 0.04%
9,829
89
$233K 0.04%
+6,447
90
$227K 0.04%
1,839
-2,365
91
$209K 0.04%
+2,668
92
$205K 0.04%
909
93
$204K 0.04%
969
-643
94
$166K 0.03%
14,797
-10,176
95
$152K 0.03%
14,321
+236
96
$46.8K 0.01%
19,165
+5,288
97
$19.6K ﹤0.01%
1,452
-1,000
98
– –
-1,620
99
– –
-8,956
100
– –
-189,871
1 2 3
4
5