DCM

Disciplina Capital Management Portfolio holdings

AUM $874M
1-Year Est. Return 10.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$10.4M
3
+$9.78M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$6.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.87M

Top Sells

1
+$3.68M
2
+$155K
3
+$110K
4
SKX
Skechers
SKX
+$104K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$97.4K

Sector Composition

1 Consumer Discretionary 0.19%
2 Technology 0.07%
3 Financials 0.06%
4 Industrials 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7
77
– –
-477
78
– –
0
79
– –
-147
80
– –
-77
1 2 3
4