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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
$278M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10.1M
3
+$9.14M
4
MGA icon
Magna International
MGA
+$7.24M
5
UTHR icon
United Therapeutics
UTHR
+$7.22M

Top Sells

1
+$5.22M
2
+$4.55M
3
+$4.03M
4
CMA
Comerica
CMA
+$2.87M
5
MRO
Marathon Oil Corporation
MRO
+$2.48M

Sector Composition

1 Consumer Discretionary 19.52%
2 Healthcare 16.92%
3 Energy 14.44%
4 Technology 9.11%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-1,107
402
– –
-86,380
403
– –
-598
404
– –
-456,086
405
– –
-20,197
406
– –
-5,219
407
– –
-5,975
408
– –
-16,137
409
– –
-15,905
410
– –
-15,201
411
– –
-45,549
13 14 15 16
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