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
$195M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$447K
2
+$367K
3
+$351K
4
UBER icon
Uber
UBER
+$324K
5
TPL icon
Texas Pacific Land
TPL
+$260K

Top Sells

1
+$436K
2
+$406K
3
+$404K
4
AMD icon
Advanced Micro Devices
AMD
+$320K
5
DVN icon
Devon Energy
DVN
+$295K

Sector Composition

1 Technology 30.95%
2 Financials 14.51%
3 Healthcare 9.59%
4 Energy 9.32%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.1%
9,809
-12
27
$2.08M 1.07%
18,087
+934
28
$1.92M 0.98%
16,414
29
$1.9M 0.98%
19,136
-14
30
$1.88M 0.96%
3,211
+176
31
$1.84M 0.94%
18,344
+29
32
$1.83M 0.94%
9,957
-760
33
$1.75M 0.89%
14,509
-46
34
$1.59M 0.81%
28,122
35
$1.55M 0.8%
10,108
-622
36
$1.51M 0.77%
55,152
-630
37
$1.47M 0.75%
55,531
-637
38
$1.43M 0.73%
4,263
-11
39
$1.43M 0.73%
9,372
-125
40
$1.42M 0.73%
15,880
-100
41
$1.4M 0.72%
15,510
-350
42
$1.23M 0.63%
10,605
-135
43
$1.17M 0.6%
1,512
-32
44
$1.14M 0.59%
6,814
45
$1.14M 0.58%
30,071
46
$1.13M 0.58%
6,751
47
$1.1M 0.56%
6,200
48
$1.09M 0.56%
27,176
49
$998K 0.51%
3,789
-50
50
$979K 0.5%
18,728
+23
1
2
3 4 5