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
101
$301K 0.15%
1,029
-75
102
$299K 0.15%
+855
103
$277K 0.14%
4,865
-50
104
$272K 0.14%
1,330
105
$265K 0.13%
+1,700
106
$258K 0.13%
1,139
107
$253K 0.13%
2,314
-17,320
108
$252K 0.13%
1,900
109
$235K 0.12%
4,325
-50
110
$233K 0.12%
2,239
-64
111
$231K 0.12%
4,088
+300
112
$226K 0.11%
800
113
$224K 0.11%
636
114
$221K 0.11%
1,010
115
$216K 0.11%
11,887
116
$211K 0.11%
+4,257
117
$204K 0.1%
+2,900
118
$186K 0.09%
18,133
119
$185K 0.09%
11,986
+90
120
$140K 0.07%
10,000
121
$124K 0.06%
31,100
122
$41.5K 0.02%
13,500
+2,000
123
$29.5K 0.01%
+208
124
$6.22K ﹤0.01%
1,500
125
– –
-4,200
2 3 4
5
6