DCM

Dudley Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$368K
3
+$344K
4
CRDO icon
Credo Technology Group
CRDO
+$306K
5
UBER icon
Uber
UBER
+$274K

Top Sells

1
+$425K
2
+$383K
3
+$375K
4
AMD icon
Advanced Micro Devices
AMD
+$320K
5
DVN icon
Devon Energy
DVN
+$295K

Sector Composition

1 Technology 30.95%
2 Financials 14.51%
3 Healthcare 9.59%
4 Energy 9.32%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.14%
+3,647
102
$250K 0.13%
19,750
103
$249K 0.13%
1,900
104
$247K 0.12%
1,955
105
$242K 0.12%
1,330
106
$240K 0.12%
4,461
+100
107
$239K 0.12%
2,132
+250
108
$234K 0.12%
+212
109
$233K 0.12%
11,887
110
$232K 0.12%
800
111
$228K 0.11%
+3,965
112
$217K 0.11%
+9,350
113
$215K 0.11%
1,010
114
$213K 0.11%
4,846
-474
115
$203K 0.1%
800
116
$189K 0.1%
959
117
$177K 0.09%
18,133
118
$177K 0.09%
11,809
+85
119
$162K 0.08%
10,000
120
$162K 0.08%
34,166
121
$145K 0.07%
10,500
122
$122K 0.06%
31,100
123
$122K 0.06%
13,200
-1,950
124
$120K 0.06%
27,900
-600
125
$64.5K 0.03%
560
+300
2 3 4
5
6