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
76
$420K 0.22%
11,650
77
$412K 0.22%
5,818
-300
78
$411K 0.22%
3,000
79
$393K 0.21%
3,400
+305
80
$392K 0.21%
1,655
81
$388K 0.2%
8,490
-33
82
$372K 0.19%
3,400
83
$372K 0.19%
2,659
+500
84
$369K 0.19%
+5,132
85
$361K 0.19%
4,275
-1,750
86
$355K 0.19%
4,588
+1,340
87
$350K 0.18%
626
-9
88
$345K 0.18%
1,104
-4
89
$336K 0.18%
4,617
+75
90
$331K 0.17%
5,704
+50
91
– –
0
92
$313K 0.16%
8,958
-278
93
$301K 0.16%
+5,750
94
$300K 0.16%
984
95
$295K 0.15%
213
-17
96
$282K 0.15%
4,200
97
$281K 0.15%
212
98
$281K 0.15%
4,915
+950
99
$280K 0.15%
898
-187
100
– –
0
2 3
4
5 6