DCM
Dynamic Capital Management Portfolio holdings
AUM
$12M
1-Year Return
0.65%
This Quarter Return
-7.88%
1 Year Return
-0.65%
3 Year Return
+49.71%
5 Year Return
+20.56%
10 Year Return
–
AUM
$381M
AUM Growth
–
Cap. Flow
+$381M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
12.59%
Holding
340
New
340
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
MXIM
Maxim Integrated Products
MXIM
|
$6.34M |
| 2 |
Devon Energy
DVN
|
$6.31M |
| 3 |
Prologis
PLD
|
$5.79M |
| 4 |
Iron Mountain
IRM
|
$4.39M |
| 5 |
Transocean
RIG
|
$4.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 15.62% |
| 2 | Materials | 14.9% |
| 3 | Industrials | 11.66% |
| 4 | Real Estate | 9.96% |
| 5 | Financials | 8.96% |
