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
126
– –
-2,460
127
– –
-8,958
128
– –
-1,937
129
– –
-27,900
130
– –
-213
131
– –
-200
2 3 4 5
6