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
$188M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$417K
3
+$413K
4
VRT icon
Vertiv
VRT
+$364K
5
KMI icon
Kinder Morgan
KMI
+$312K

Top Sells

1
+$698K
2
+$643K
3
+$612K
4
AAPL icon
Apple
AAPL
+$509K
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
126
– –
-10,500
127
– –
-13,200
128
– –
-560
129
– –
-800
130
– –
-19,750
131
– –
-9,350
132
– –
-11,000
133
– –
-7,992
134
– –
-4,846
135
– –
-5,453
2 3 4 5
6