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
101
$273K 0.14%
2,770
-375
102
$273K 0.14%
2,460
103
$259K 0.14%
1,017
-44
104
$255K 0.13%
1,900
105
$255K 0.13%
34,166
106
$247K 0.13%
+3,420
107
$246K 0.13%
1,010
108
$241K 0.13%
2,303
-215
109
$238K 0.12%
3,647
110
$236K 0.12%
800
111
$227K 0.12%
1,330
112
$227K 0.12%
+4,375
113
$221K 0.12%
11,887
114
$219K 0.11%
5,460
+900
115
$213K 0.11%
1,937
-18
116
$212K 0.11%
3,788
-673
117
$189K 0.1%
1,139
+180
118
$181K 0.09%
18,133
119
$170K 0.09%
11,896
+87
120
$140K 0.07%
10,000
121
$124K 0.06%
31,100
122
$114K 0.06%
27,900
123
$13.9K 0.01%
+11,500
124
$11.6K 0.01%
+200
125
$9.86K 0.01%
15,000
-6,725
2 3 4
5
6