DCM

Dudley Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 29.16%
This Quarter Est. Return
1 Year Est. Return
+29.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$400K
3
+$369K
4
KMI icon
Kinder Morgan
KMI
+$322K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$301K

Top Sells

1
+$698K
2
+$549K
3
+$488K
4
TSLA icon
Tesla
TSLA
+$476K
5
XYZ
Block Inc
XYZ
+$463K

Sector Composition

1 Technology 27.77%
2 Financials 14.69%
3 Healthcare 10.85%
4 Energy 10.73%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.16%
13,962
-547
27
$2.1M 1.1%
9,633
-324
28
$2.05M 1.08%
19,634
+1,547
29
$1.96M 1.02%
16,414
30
$1.9M 0.99%
66,424
+11,272
31
$1.81M 0.95%
71,299
+15,768
32
$1.76M 0.92%
17,727
-617
33
$1.72M 0.9%
28,122
34
$1.71M 0.9%
6,610
-1,835
35
$1.71M 0.9%
19,069
-67
36
$1.71M 0.89%
2,961
-250
37
$1.46M 0.76%
9,487
-621
38
$1.43M 0.75%
15,510
39
$1.4M 0.73%
1,503
-85
40
$1.4M 0.73%
10,532
-73
41
$1.39M 0.73%
9,247
-125
42
$1.31M 0.69%
6,541
-210
43
$1.21M 0.63%
1,466
-46
44
$1.16M 0.61%
6,814
45
$1.12M 0.59%
4,188
-75
46
$1.1M 0.58%
18,350
-378
47
$1.08M 0.57%
23,851
-3,325
48
$1.03M 0.54%
3,789
49
$967K 0.51%
24,010
-250
50
$936K 0.49%
30,071
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