DCM

Dynamic Capital Management Portfolio holdings

AUM $12M
1-Year Est. Return 0.65%
This Quarter Est. Return
1 Year Est. Return
-0.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.4M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.98M
3
+$3.47M
4
CPB icon
Campbell Soup
CPB
+$3.08M
5
NSC icon
Norfolk Southern
NSC
+$2.66M

Top Sells

1
+$4.3M
2
+$3M
3
+$2.25M
4
NKE icon
Nike
NKE
+$2.22M
5
DRI icon
Darden Restaurants
DRI
+$2.21M

Sector Composition

1 Industrials 21.96%
2 Consumer Staples 20.39%
3 Technology 14.74%
4 Consumer Discretionary 11.76%
5 Healthcare 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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150
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