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
$195M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$447K
2
+$367K
3
+$351K
4
UBER icon
Uber
UBER
+$324K
5
TPL icon
Texas Pacific Land
TPL
+$260K

Top Sells

1
+$436K
2
+$406K
3
+$404K
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
126
$29.7K 0.02%
+11,000
127
$28.9K 0.01%
+2,173
128
– –
-7,541
129
– –
-8,783
130
– –
-4,000
131
– –
-7,895
132
– –
-2,824
133
– –
-1,948
134
– –
-45
135
– –
-1,975
2 3 4 5
6