DG
DMC Group Portfolio holdings
AUM
$148M
1-Year Est. Return
20.92%
This Fund
S&P 500
1 Year Est. Return
+20.92%
AUM
$148M
AUM Growth
-$1.9M
(-1.3%)
Holding
158
Top Buys
| 1 | +$1.27M | |
| 2 | +$445K | |
| 3 | +$439K | |
| 4 |
O'Reilly Automotive
ORLY
|
+$422K |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
+$397K |
Top Sells
| 1 | +$476K | |
| 2 | +$434K | |
| 3 | +$384K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$321K |
| 5 |
DOCU
DocuSign
DOCU
|
+$306K |
Sector Composition
| 1 | Technology | 24.95% |
| 2 | Financials | 8.93% |
| 3 | Communication Services | 6.77% |
| 4 | Industrials | 6.38% |
| 5 | Healthcare | 5.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Alphabet (Google) Class C
GOOG
$4.34T
| – | – |
-1,022
|
|
||
152
Texas Instruments
TXN
$280B
| – | – |
-1,585
|
|
||
153
Verisk Analytics
VRSK
$23.5B
| – | – |
-1,165
|
|
||
154
State Street Communication Services Select Sector SPDR ETF
XLC
$24.6B
| – | – |
-2,352
|
|
||
155
Amprius Technologies
AMPX
$3.24B
| – | – |
-13,204
|
|
||
156
Robinhood
HOOD
$79.4B
| – | – |
-2,385
|
|
||
157
iShares Bitcoin Trust
IBIT
$53.3B
| – | – |
-4,147
|
|
||
158
iShares Expanded Tech-Software Sector ETF
IGV
$16.8B
| – | – |
-1,980
|
|