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
$191M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$316K
3
+$307K
4
ANET icon
Arista Networks
ANET
+$287K
5
TDG icon
TransDigm Group
TDG
+$276K

Top Sells

1
+$640K
2
+$229K
3
+$226K
4
CSCO icon
Cisco
CSCO
+$211K
5
NEM icon
Newmont
NEM
+$133K

Sector Composition

1 Technology 29.41%
2 Financials 13.57%
3 Healthcare 11.03%
4 Energy 9.29%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.72K ﹤0.01%
+45
127
– –
-1,667
128
– –
-936
129
– –
-12,100
130
– –
-3,516
2 3 4 5
6