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DCM

Dudley Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 30.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$884K
3
+$416K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$400K
5
AVGU
GraniteShares 2x Long AVGO Daily ETF
AVGU
+$285K

Top Sells

1
+$560K
2
+$447K
3
+$249K
4
HOOD icon
Robinhood
HOOD
+$226K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Technology 26.31%
2 Financials 12.57%
3 Energy 11.79%
4 Healthcare 11.08%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
51
Altria Group
MO
$115B
$1.2M 0.53%
18,199
+23
WELL icon
52
Welltower
WELL
$148B
$1.19M 0.53%
6,025
ACWX icon
53
iShares MSCI ACWI ex US ETF
ACWX
$11.7B
$1.19M 0.52%
+17,351
QCOM icon
54
Qualcomm
QCOM
$229B
$1.12M 0.5%
8,725
-571
VOO icon
55
Vanguard S&P 500 ETF
VOO
$988B
$1.11M 0.49%
1,861
AUB icon
56
Atlantic Union Bankshares
AUB
$5.65B
$1.05M 0.46%
29,321
IBDS icon
57
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.8B
$1.02M 0.45%
42,175
+8,000
AMT icon
58
American Tower
AMT
$85.6B
$983K 0.43%
5,695
-3,110
TRGP icon
59
Targa Resources
TRGP
$55.8B
$903K 0.4%
3,600
UNP icon
60
Union Pacific
UNP
$155B
$884K 0.39%
3,645
IBTH icon
61
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.2B
$882K 0.39%
+39,325
GEV icon
62
GE Vernova
GEV
$275B
$867K 0.38%
993
+6
MDT icon
63
Medtronic
MDT
$103B
$855K 0.38%
9,864
HON icon
64
Honeywell
HON
$148B
$792K 0.35%
3,505
IEFA icon
65
iShares Core MSCI EAFE ETF
IEFA
$187B
$770K 0.34%
8,502
HDV
66
iShares Core High Dividend ETF
HDV
$13.5B
$768K 0.34%
28,305
TFC icon
67
Truist Financial
TFC
$61.8B
$747K 0.33%
16,254
-74
SBUX icon
68
Starbucks
SBUX
$116B
$745K 0.33%
8,315
+2
CRM icon
69
Salesforce
CRM
$130B
$734K 0.32%
3,934
+1
ALL icon
70
Allstate
ALL
$57.2B
$729K 0.32%
3,517
VRT icon
71
Vertiv
VRT
$122B
$720K 0.32%
2,875
-600
WPC icon
72
W.P. Carey
WPC
$16.4B
$691K 0.31%
10,175
ARES icon
73
Ares Management
ARES
$30.5B
$676K 0.3%
6,200
PLTR icon
74
Palantir
PLTR
$324B
$676K 0.3%
4,620
+910
TOTL icon
75
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.17B
$646K 0.29%
16,265
1 2
3
4 5