DG

DMC Group Portfolio holdings

AUM $144M
1-Year Est. Return 21.9%
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$938K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$660K
2 +$322K
3 +$309K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$276K
5
HDB icon
HDFC Bank
HDB
+$252K

Top Sells

1 +$477K
2 +$358K
3 +$339K
4
GLD icon
SPDR Gold Trust
GLD
+$296K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$270K

Sector Composition

1 Technology 24.71%
2 Healthcare 11.18%
3 Financials 9.47%
4 Communication Services 7.25%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,165
127
-6,597