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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$8.06M
3
+$7.92M
4
CVX icon
Chevron
CVX
+$7.23M
5
XOM icon
Exxon Mobil
XOM
+$5.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.21%
2 Healthcare 16.13%
3 Energy 12.85%
4 Financials 12.54%
5 Consumer Staples 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.7M 6.39%
+66,942
2
$8.1M 5.95%
+45,853
3
$8.06M 5.92%
+33,594
4
$7.43M 5.46%
+41,406
5
$5.16M 3.79%
+46,792
6
$3.84M 2.82%
+23,765
7
$3.77M 2.77%
+73,491
8
$3.22M 2.37%
+24,019
9
$3.1M 2.28%
+9,817
10
$3.06M 2.25%
+9,917
11
$2.85M 2.09%
+16,414
12
$2.63M 1.93%
+41,415
13
$2.58M 1.89%
+4,722
14
$2.57M 1.88%
+29,085
15
$2.51M 1.84%
+11,847
16
$2.51M 1.84%
+52,670
17
$2.04M 1.5%
+5,859
18
$2.03M 1.49%
+28,227
19
$2.03M 1.49%
+22,414
20
$1.93M 1.41%
+17,357
21
$1.85M 1.35%
+24,871
22
$1.83M 1.34%
+10,106
23
$1.72M 1.26%
+8,287
24
$1.59M 1.17%
+15,686
25
$1.54M 1.13%
+43,725
1
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