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
$191M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$316K
3
+$307K
4
ANET icon
Arista Networks
ANET
+$287K
5
TDG icon
TransDigm Group
TDG
+$276K

Top Sells

1
+$640K
2
+$229K
3
+$226K
4
CSCO icon
Cisco
CSCO
+$211K
5
NEM icon
Newmont
NEM
+$133K

Sector Composition

1 Technology 29.41%
2 Financials 13.57%
3 Healthcare 11.03%
4 Energy 9.29%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 7.79%
63,871
-17
2
$14.2M 7.43%
32,967
+122
3
$12.5M 6.56%
103,274
-925
4
$7.56M 3.96%
46,627
-47
5
$6.41M 3.36%
43,532
+7
6
$5.46M 2.86%
32,927
+313
7
$5.45M 2.85%
46,499
-88
8
$5.24M 2.74%
24,861
+64
9
$4.81M 2.52%
10,458
10
$4.55M 2.38%
23,027
+5
11
$4.03M 2.11%
9,935
12
$3.83M 2%
25,004
-298
13
$3.02M 1.58%
6,110
-75
14
$2.95M 1.54%
41,052
+3
15
$2.93M 1.53%
15,710
+175
16
$2.78M 1.46%
16,640
-480
17
$2.6M 1.36%
32,190
+3
18
$2.5M 1.31%
47,023
-4,332
19
$2.49M 1.31%
4,722
20
$2.49M 1.3%
10,717
-99
21
$2.32M 1.22%
8,442
22
$2.29M 1.2%
16,414
23
$2.17M 1.14%
19,150
+7
24
$2.17M 1.14%
9,821
+3
25
$2.14M 1.12%
2,410
+307
1
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