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
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