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
$481M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.05M
3
+$5.16M
4
AAPL icon
Apple
AAPL
+$2.91M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.82M

Top Sells

1
+$6.97M
2
+$5.7M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M
5
BCSF icon
Bain Capital Specialty
BCSF
+$3.19M

Sector Composition

1 Financials 18.89%
2 Technology 2.47%
3 Healthcare 1.42%
4 Consumer Discretionary 1.32%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.04%
+316
102
$204K 0.04%
+2,668
103
$203K 0.04%
+574
104
$201K 0.04%
+771
105
$124K 0.03%
2,452
+1,200
106
$38.9K 0.01%
13,878
107
$12.1K ﹤0.01%
664
108
$7.18K ﹤0.01%
560
109
$6.66K ﹤0.01%
608
110
$3.71K ﹤0.01%
10,591
111
– –
-21,584
112
– –
-15,888
113
– –
-11,333
114
– –
-5,100
1 2 3 4
5