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
76
$517K 0.26%
977
-7
77
$500K 0.25%
5,501
78
$487K 0.24%
5,260
-200
79
$475K 0.24%
3,570
+170
80
$463K 0.23%
4,962
+345
81
$457K 0.23%
34,166
82
$454K 0.23%
4,438
-150
83
$445K 0.22%
843
-53
84
$439K 0.22%
1,084
85
$431K 0.22%
11,650
86
$430K 0.22%
3,345
-75
87
$426K 0.21%
3,000
88
$404K 0.2%
5,818
89
$387K 0.19%
3,400
90
$384K 0.19%
8,390
-100
91
$378K 0.19%
1,477
-178
92
$374K 0.19%
+15,425
93
$374K 0.19%
7,075
+1,325
94
$371K 0.19%
601
-25
95
$347K 0.17%
2,798
+28
96
$345K 0.17%
+14,225
97
$344K 0.17%
1,233
+335
98
$326K 0.16%
5,662
-42
99
$313K 0.16%
1,017
100
$309K 0.16%
3,647
2 3
4
5 6