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
51
$956K 0.49%
24,260
-1,190
52
$950K 0.49%
62,820
-1,500
53
$906K 0.46%
1,682
54
$855K 0.44%
2,921
55
$849K 0.43%
10,627
-4,690
56
$831K 0.43%
3,645
57
$826K 0.42%
3,655
-75
58
$809K 0.41%
8,867
-968
59
$782K 0.4%
2,157
-4
60
$766K 0.39%
6,075
61
$745K 0.38%
10,603
62
$712K 0.36%
3,695
63
$708K 0.36%
16,328
64
$698K 0.36%
7,992
-4,385
65
$643K 0.33%
3,600
66
$588K 0.3%
10,800
+3,400
67
$564K 0.29%
1,084
68
$540K 0.28%
3,083
69
$540K 0.28%
32,187
+20,473
70
$539K 0.28%
1,624
71
$529K 0.27%
23,252
-350
72
$521K 0.27%
14,003
-3,775
73
$504K 0.26%
10,012
+318
74
$500K 0.26%
5,501
75
$495K 0.25%
3,000
1 2
3
4 5