DG
DMC Group Portfolio holdings
AUM
$144M
1-Year Est. Return
21.9%
1 Year Est. Return
+21.9%
AUM
$144M
AUM Growth
+$15.9M
(+12%)
Holding
146
Top Buys
| 1 | +$1.35M | |
| 2 | +$898K | |
| 3 | +$662K | |
| 4 |
Uber
UBER
|
+$553K |
| 5 |
Astera Labs
ALAB
|
+$529K |
Top Sells
| 1 | +$445K | |
| 2 | +$331K | |
| 3 | +$320K | |
| 4 |
Merck
MRK
|
+$291K |
| 5 |
SLB Ltd
SLB
|
+$258K |
Sector Composition
| 1 | Technology | 27.5% |
| 2 | Financials | 10.75% |
| 3 | Communication Services | 7.98% |
| 4 | Industrials | 5.98% |
| 5 | Healthcare | 5.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Southern Company
SO
$94.1B
| $1.44M | 1% |
15,233
+832
|
|
||
27
AT&T
T
$173B
| $1.42M | 0.98% |
50,110
+15,400
|
|
||
28
iShares MBS ETF
MBB
$38.9B
| $1.4M | 0.97% |
14,706
-1,653
|
|
||
29
AbbVie
ABBV
$401B
| $1.34M | 0.92% |
5,766
+140
|
|
||
30
Cisco
CSCO
$310B
| $1.27M | 0.88% |
18,621
+860
|
|
||
31
NVIDIA
NVDA
$4.29T
| $1.27M | 0.88% |
6,800
+220
|
|
||
32
Procter & Gamble
PG
$338B
| $1.27M | 0.88% |
8,257
+701
|
|
||
33
Fortinet
FTNT
$60.4B
| $1.24M | 0.86% |
14,744
+22
|
|
||
34
iShares Gold Trust
IAU
$67.4B
| $1.21M | 0.84% |
16,582
-1,051
|
|
||
35
Lincoln National
LNC
$8.59B
| $1.2M | 0.83% |
29,698
+2,577
|
|
||
36
Sony
SONY
$159B
| $1.19M | 0.82% |
41,180
+657
|
|
||
37
Home Depot
HD
$356B
| $1.16M | 0.8% |
2,853
-100
|
|
||
38
iShares Floating Rate Bond ETF
FLOT
$8.97B
| $1.08M | 0.75% |
21,223
-498
|
|
||
39
iShares GNMA Bond ETF
GNMA
$395M
| $1.06M | 0.74% |
24,001
-2,438
|
|
||
40
Amgen
AMGN
$174B
| $1.04M | 0.72% |
3,673
+4
|
|
||
41
Chevron
CVX
$298B
| $1.02M | 0.71% |
6,599
+17
|
|
||
42
Steel Dynamics
STLD
$24.5B
| $1.01M | 0.7% |
7,252
+197
|
|
||
43
Wells Fargo
WFC
$291B
| $988K | 0.68% |
11,788
-795
|
|
||
44
ASML
ASML
$422B
| $947K | 0.66% |
978
+71
|
|
||
45
KLA
KLAC
$162B
| $939K | 0.65% |
871
-60
|
|
||
46
Exxon Mobil
XOM
$494B
| $938K | 0.65% |
8,322
+878
|
|
||
47
Caterpillar
CAT
$277B
| $935K | 0.65% |
1,960
-5
|
|
||
48
Intel
INTC
$180B
| $918K | 0.64% |
27,377
+3,586
|
|
||
49
Valero Energy
VLO
$51B
| $908K | 0.63% |
5,332
+622
|
|
||
50
IBM
IBM
$289B
| $865K | 0.6% |
3,065
-541
|
|