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
$296M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$62.8M
2
+$6.65M
3
+$3.23M
4
UBER icon
Uber
UBER
+$898K
5
DHI icon
D.R. Horton
DHI
+$800K

Top Sells

1
+$5.87M
2
+$4.54M
3
+$2.75M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Financials 39.25%
2 Consumer Discretionary 2.52%
3 Technology 2.17%
4 Healthcare 1.78%
5 Real Estate 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.6M 25.88%
4,194,129
+3,434,519
2
$43M 14.54%
583,978
-28,512
3
$22.2M 7.51%
75,859
-3,721
4
$21.9M 7.41%
1,570,752
+475,629
5
$10.2M 3.43%
154,463
-69,119
6
$8.88M 3%
78,338
-5,126
7
$8.2M 2.77%
191,284
-64,075
8
$7.59M 2.57%
25,771
+47
9
$7.05M 2.38%
316,903
-8,795
10
$4.87M 1.64%
57,406
-10,503
11
$3.76M 1.27%
70,475
-18,971
12
$3.52M 1.19%
22,607
-2,100
13
$3.4M 1.15%
21,128
14
$3.23M 1.09%
+328,686
15
$3.21M 1.09%
24,128
-494
16
$3.08M 1.04%
157,617
17
$3.01M 1.02%
42,996
+2,855
18
$2.75M 0.93%
109,705
-24,319
19
$2.63M 0.89%
60,129
-1,271
20
$2.55M 0.86%
8
21
$2.33M 0.79%
50,639
22
$2M 0.67%
40,300
-1,288
23
$1.94M 0.65%
35,138
+3,995
24
$1.59M 0.54%
9,409
-241
25
$1.56M 0.53%
12,271
+500
1
2 3 4 5