DCM
Dudley Capital Management Portfolio holdings
AUM
$199M
1-Year Return
24.02%
This Quarter Return
-0.32%
1 Year Return
+24.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
-$7.42M
(-3.8%)
Cap. Flow
-$3.74M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
41.29%
Holding
135
New
6
Increased
20
Reduced
61
Closed
10
Top Buys
| 1 |
Broadcom
AVGO
|
+$523K |
| 2 |
Pfizer
PFE
|
+$400K |
| 3 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$369K |
| 4 |
Kinder Morgan
KMI
|
+$322K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$301K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$698K |
| 2 |
NVIDIA
NVDA
|
+$549K |
| 3 |
Apple
AAPL
|
+$488K |
| 4 |
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% |
