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
$530M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$1.79M
3 +$1.35M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$812K

Top Sells

1 +$1.23M
2 +$567K
3 +$508K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$444K
5
CSCO icon
Cisco
CSCO
+$426K

Sector Composition

1 Financials 9.09%
2 Technology 2.63%
3 Consumer Discretionary 2.45%
4 Healthcare 1.6%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,309
102
-15,000
103
-2,567
104
-5,150
105
-1,458
106
-664