DCM

Dimension Capital Management Portfolio holdings

AUM $714M
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$6.56M
3
+$1.7M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$639K

Top Sells

1
+$8.24M
2
+$1.96M
3
+$1.34M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.18M
5
PLTR icon
Palantir
PLTR
+$1.14M

Sector Composition

1 Financials 7.36%
2 Technology 2.6%
3 Healthcare 1.96%
4 Consumer Discretionary 0.95%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.03%
1,839
102
$211K 0.03%
1,818
103
$208K 0.03%
15,616
+819
104
$153K 0.03%
16,010
+1,689
105
$102K 0.02%
+11,516
106
$79.8K 0.01%
+1,050
107
$35.5K 0.01%
19,165
108
$16.6K ﹤0.01%
+1,313
109
– –
-2,668
110
– –
-1,452
111
– –
-3,012
1 2 3 4
5