DG

DMC Group Portfolio holdings

AUM $150M
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.64%
2 Healthcare 10.33%
3 Consumer Staples 6.81%
4 Financials 6.67%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$220K 0.19%
+930
127
$219K 0.19%
+1,463
128
$219K 0.19%
+898
129
$216K 0.19%
+1,520
130
$203K 0.18%
+6,368