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
1
$16.2M 8.13%
32,615
-143
2
$12.3M 6.19%
78,160
-16,880
3
$12.2M 6.1%
59,269
-2,019
4
$7.2M 3.61%
24,831
-20
5
$6.93M 3.47%
45,342
+68
6
$6.17M 3.09%
43,065
-86
7
$5.58M 2.8%
31,658
-1,956
8
$5.14M 2.58%
10,591
+653
9
$4.83M 2.42%
44,800
+153
10
$4.29M 2.15%
15,571
+375
11
$4.15M 2.08%
22,377
-59
12
$3.65M 1.83%
9,945
13
$3.59M 1.8%
7,052
+60
14
$3.51M 1.76%
15,989
+356
15
$3.34M 1.68%
5,950
16
$3.26M 1.63%
21,797
-1,081
17
$3.23M 1.62%
46,555
+136
18
$3.19M 1.6%
32,629
+1,141
19
$3M 1.5%
8,442
20
$2.88M 1.44%
16,245
-125
21
$2.79M 1.4%
39,383
+287
22
$2.75M 1.38%
43,838
+210
23
$2.7M 1.35%
9,144
-68
24
$2.53M 1.27%
13,865
-97
25
$2.36M 1.18%
4,722
1
2 3 4 5