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
101
$40K 0.01%
+611
102
$36K 0.01%
12,847
103
$31K 0.01%
556
104
$27K 0.01%
15,608
105
$20K ﹤0.01%
+30,000
106
– –
-38,319
107
– –
-22,711
108
– –
0
109
– –
-812
1 2 3 4
5