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
51
$923K 0.48%
6,025
-50
52
$909K 0.48%
6,200
53
$893K 0.47%
9,942
-685
54
$879K 0.46%
59,970
-2,850
55
$871K 0.46%
1,695
+13
56
$862K 0.45%
2,821
-100
57
$861K 0.45%
3,645
58
$824K 0.43%
8,403
-464
59
$804K 0.42%
4,641
+1,558
60
$776K 0.41%
10,253
-350
61
$765K 0.4%
3,695
62
$753K 0.39%
3,555
-100
63
$722K 0.38%
3,600
64
$687K 0.36%
2,083
-74
65
$672K 0.35%
16,328
66
$670K 0.35%
13,878
-125
67
$634K 0.33%
10,050
-750
68
$632K 0.33%
22,352
-900
69
$575K 0.3%
33,862
+1,675
70
$542K 0.28%
10,714
+702
71
$539K 0.28%
1,084
72
$515K 0.27%
5,501
73
$496K 0.26%
4,096
+1,964
74
$455K 0.24%
896
-30
75
$441K 0.23%
1,624
1 2
3
4 5