DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
-13.68%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$444M
AUM Growth
+$444M
(-17%)
Cap. Flow
-$17.1M
Cap. Flow
% of AUM
-3.86%
Top 10 Holdings %
Top 10 Hldgs %
73.1%
Holding
120
New
7
Increased
23
Reduced
28
Closed
15
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.07M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$1.04M |
| 3 |
Invesco QQQ Trust
QQQ
|
$899K |
| 4 |
IQVIA
IQV
|
$803K |
| 5 |
Rivian
RIVN
|
$707K |
Top Sells
Sector Composition
| 1 | Financials | 18.4% |
| 2 | Healthcare | 2.09% |
| 3 | Technology | 1.93% |
| 4 | Consumer Discretionary | 1.5% |
| 5 | Communication Services | 0.83% |
