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
$195M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$447K
2
+$367K
3
+$351K
4
UBER icon
Uber
UBER
+$324K
5
TPL icon
Texas Pacific Land
TPL
+$260K

Top Sells

1
+$436K
2
+$406K
3
+$404K
4
AMD icon
Advanced Micro Devices
AMD
+$320K
5
DVN icon
Devon Energy
DVN
+$295K

Sector Composition

1 Technology 30.95%
2 Financials 14.51%
3 Healthcare 9.59%
4 Energy 9.32%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 8.14%
63,485
-386
2
$13.9M 7.14%
33,086
+119
3
$13.4M 6.89%
100,110
-3,164
4
$6.73M 3.45%
46,540
-87
5
$6.36M 3.26%
43,920
+388
6
$6.32M 3.24%
33,375
+448
7
$5.98M 3.06%
24,930
+69
8
$4.94M 2.53%
45,909
-590
9
$4.7M 2.41%
10,363
-95
10
$4.21M 2.16%
24,425
-579
11
$4.1M 2.1%
23,055
+28
12
$3.87M 1.98%
9,945
+10
13
$3.49M 1.79%
15,888
+178
14
$3.41M 1.75%
8,445
+606
15
$3.21M 1.65%
6,100
-10
16
$3.17M 1.62%
16,640
17
$2.91M 1.49%
32,190
18
$2.8M 1.43%
12,070
+990
19
$2.75M 1.41%
46,450
-573
20
$2.67M 1.37%
8,442
21
$2.55M 1.31%
7,457
+39
22
$2.5M 1.28%
40,081
-971
23
$2.26M 1.16%
41,775
+6,805
24
$2.22M 1.14%
2,425
+15
25
$2.22M 1.14%
4,722
1
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