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
$485M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

1 +$2.15M
2 +$1.4M
3 +$700K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$666K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$643K

Sector Composition

1 Financials 23.75%
2 Healthcare 2.38%
3 Technology 1.78%
4 Consumer Discretionary 1.47%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,702
102
-2,572
103
-12,364
104
-9,525
105
-2,323
106
0
107
-1,200