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
51
$942K 0.47%
+4,580
52
$926K 0.46%
6,025
53
$917K 0.46%
29,321
-750
54
$883K 0.44%
10,131
+189
55
$857K 0.43%
59,770
-200
56
$847K 0.42%
2,746
-75
57
$839K 0.42%
3,645
58
$826K 0.41%
3,545
-10
59
$812K 0.41%
9,723
-530
60
$806K 0.4%
13,829
-49
61
$803K 0.4%
2,069
-14
62
$797K 0.4%
8,478
+3,346
63
$763K 0.38%
8,325
-78
64
$744K 0.37%
3,695
65
$735K 0.37%
4,043
-598
66
$702K 0.35%
16,328
67
$686K 0.34%
13,536
+2,822
68
$684K 0.34%
5,836
+1,740
69
$661K 0.33%
22,852
+500
70
$635K 0.32%
10,175
+125
71
$627K 0.31%
3,600
72
$625K 0.31%
2,859
+200
73
$553K 0.28%
1,549
-75
74
$535K 0.27%
33,062
-800
75
$521K 0.26%
3,825
-450
1 2
3
4 5