DCM
Dimension Capital Management Portfolio holdings
AUM
$712M
1-Year Est. Return
18.57%
This Fund
S&P 500
1 Year Est. Return
+18.57%
AUM
$712M
AUM Growth
-$1.94M
(-0.27%)
Holding
128
Top Buys
| 1 | +$8.72M | |
| 2 | +$5.42M | |
| 3 | +$5.42M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$2.97M |
| 5 |
CLDT
Chatham Lodging
CLDT
|
+$2.96M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$3.03M | |
| 3 | +$2.43M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.87M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$1.72M |
Sector Composition
| 1 | Financials | 7.11% |
| 2 | Technology | 2.28% |
| 3 | Consumer Discretionary | 1.92% |
| 4 | Real Estate | 1.6% |
| 5 | Healthcare | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Expanded Tech-Software Sector ETF
IGV
$16.8B
| – | – |
-2,464
|
|
||
127
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| – | – |
-2,416
|
|
||
128
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
| – | – |
-9,829
|
|