DCM
Dudley Capital Management Portfolio holdings
AUM
$199M
1-Year Return
24.02%
This Quarter Return
+11.92%
1 Year Return
+24.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$15.5M
(+10%)
Cap. Flow
+$2M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
42.05%
Holding
119
New
7
Increased
40
Reduced
30
Closed
4
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.24M |
| 2 |
Advanced Micro Devices
AMD
|
+$229K |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
+$227K |
| 4 |
Boston Properties
BXP
|
+$222K |
| 5 |
Cadence Design Systems
CDNS
|
+$219K |
Top Sells
| 1 |
Altria Group
MO
|
+$430K |
| 2 |
Atlantic Union Bankshares
AUB
|
+$267K |
| 3 |
PayPal
PYPL
|
+$263K |
| 4 |
Boeing
BA
|
+$262K |
| 5 |
Microsoft
MSFT
|
+$243K |
Sector Composition
| 1 | Technology | 27.84% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 11.66% |
| 4 | Energy | 10.31% |
| 5 | Communication Services | 7.13% |
