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DCM

Dynamic Capital Management Portfolio holdings

AUM $12M
1-Year Est. Return 0.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
-$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$18.2M
3
+$14.1M
4
BBY icon
Best Buy
BBY
+$11.7M
5
ADSK icon
Autodesk
ADSK
+$8.67M

Top Sells

1
+$14.8M
2
+$14.6M
3
+$14.4M
4
AMAT icon
Applied Materials
AMAT
+$12.4M
5
SJM icon
J.M. Smucker
SJM
+$11.8M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 14.87%
3 Industrials 13.56%
4 Healthcare 10.49%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.03%
2,703
-20,836
352
$205K 0.03%
+6,400
353
$204K 0.03%
4,108
-5,643
354
$203K 0.03%
2,800
-1,680
355
$201K 0.03%
3,402
-14,412
356
$193K 0.02%
+12,914
357
$165K 0.02%
+45,689
358
$163K 0.02%
1,794
-2,446
359
$152K 0.02%
+11,003
360
$119K 0.02%
+20,600
361
– –
-46,554
362
– –
-75,367
363
– –
-43,500
364
– –
-28,291
365
– –
-84,165
366
– –
-10,499
367
– –
-12,755
368
– –
-78,145
369
– –
-227,577
370
– –
-4,480
371
– –
-11,210
372
– –
-12,050
373
– –
-52,113
374
– –
-171,939
375
– –
-27,712
13 14
15
16 17