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
$296M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$62.8M
2 +$6.65M
3 +$3.23M
4
UBER icon
Uber
UBER
+$898K
5
DHI icon
D.R. Horton
DHI
+$800K

Top Sells

1 +$5.87M
2 +$4.54M
3 +$2.75M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Financials 39.25%
2 Consumer Discretionary 2.52%
3 Technology 2.17%
4 Healthcare 1.78%
5 Real Estate 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-293,449