DCM

Dudley Capital Management Portfolio holdings

AUM $228M
1-Year Est. Return 27.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$230K
3
+$203K
4
PANW icon
Palo Alto Networks
PANW
+$199K
5
TPL icon
Texas Pacific Land
TPL
+$196K

Top Sells

1
+$331K
2
+$227K
3
+$212K
4
MPC icon
Marathon Petroleum
MPC
+$210K
5
SBUX icon
Starbucks
SBUX
+$166K

Sector Composition

1 Technology 30.86%
2 Financials 12.9%
3 Healthcare 10.56%
4 Energy 9.98%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1%
2,103
+50
27
$1.75M 0.98%
16,426
+1,346
28
$1.75M 0.98%
10,900
29
$1.7M 0.95%
9,818
-146
30
$1.64M 0.92%
58,568
+25
31
$1.61M 0.9%
9,745
+2
32
$1.55M 0.87%
7,839
33
$1.52M 0.85%
3,021
+187
34
$1.49M 0.83%
18,279
+38
35
$1.48M 0.83%
34,937
+36
36
$1.48M 0.83%
14,601
-55
37
$1.47M 0.82%
16,160
38
$1.25M 0.7%
13,607
-1,434
39
$1.23M 0.69%
15,641
-1,065
40
$1.18M 0.66%
36,071
41
$1.17M 0.65%
28,122
-30
42
$1.12M 0.63%
6,814
43
$1.12M 0.63%
27,226
-425
44
$1.12M 0.63%
3,849
+20
45
$1.09M 0.61%
10,890
46
$1.09M 0.61%
4,223
-205
47
$1.08M 0.6%
1,193
+288
48
$1.08M 0.6%
15,980
49
$1.07M 0.6%
6,720
-2,075
50
$1.05M 0.59%
52,726
+2,561
1
2
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