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
1
$13.6M 7.13%
61,288
-2,197
2
$12.3M 6.44%
32,758
-328
3
$10.3M 5.4%
95,040
-5,070
4
$7.51M 3.93%
45,274
-1,266
5
$7.22M 3.78%
43,151
-769
6
$6.1M 3.19%
24,851
-79
7
$5.31M 2.78%
44,647
-1,262
8
$5.29M 2.77%
9,938
-425
9
$5.2M 2.72%
33,614
+239
10
$4.7M 2.46%
22,436
-619
11
$3.64M 1.91%
9,945
12
$3.26M 1.71%
5,950
-150
13
$3.2M 1.68%
22,878
-1,547
14
$2.97M 1.56%
15,633
-255
15
$2.96M 1.55%
8,442
16
$2.86M 1.5%
46,419
-31
17
$2.8M 1.47%
39,096
-985
18
$2.76M 1.45%
31,488
-702
19
$2.61M 1.37%
43,628
+1,853
20
$2.56M 1.34%
16,370
-270
21
$2.54M 1.33%
15,196
+3,126
22
$2.47M 1.29%
6,992
-465
23
$2.42M 1.27%
4,722
24
$2.29M 1.2%
9,212
-597
25
$2.25M 1.18%
2,378
-47
1
2 3 4 5