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
$199M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$372K
3
+$344K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$332K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$288K

Top Sells

1
+$2.12M
2
+$1.79M
3
+$408K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320K
5
DOW icon
Dow Inc
DOW
+$313K

Sector Composition

1 Technology 31.42%
2 Financials 14.43%
3 Healthcare 9.22%
4 Energy 9.21%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.18%
2,382
+4
27
$2.16M 1.08%
2,927
-34
28
$2.14M 1.07%
6,725
+115
29
$2.11M 1.06%
9,530
-103
30
$2.06M 1.04%
15,420
+390
31
$1.99M 1%
16,414
32
$1.96M 0.98%
66,553
+129
33
$1.72M 0.86%
71,084
-215
34
$1.62M 0.81%
6,310
-231
35
$1.54M 0.77%
10,513
-19
36
$1.48M 0.74%
18,758
-311
37
$1.48M 0.74%
9,290
-197
38
$1.45M 0.73%
17,818
+91
39
$1.43M 0.72%
15,510
40
$1.32M 0.66%
30,451
+6,600
41
$1.3M 0.65%
28,122
42
$1.19M 0.59%
8,979
-268
43
$1.14M 0.57%
4,165
-23
44
$1.13M 0.56%
1,445
-21
45
$1.11M 0.55%
3,789
46
$1.1M 0.55%
18,770
+420
47
$1.09M 0.54%
6,814
48
$1.07M 0.54%
6,200
49
$963K 0.48%
1,696
+1
50
$963K 0.48%
24,010
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