DA

DSC Advisors Portfolio holdings

AUM $11M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$8.07M
2 +$3.6M
3 +$2.38M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.24M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.55M

Top Sells

1 +$4.63M
2 +$2.48M
3 +$2.31M
4
SWFT
Swift Transportation Company
SWFT
+$1.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.39M

Sector Composition

1 Healthcare 53.05%
2 Financials 12.75%
3 Communication Services 7.13%
4 Materials 6.03%
5 Technology 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.43M 0.9%
13,292
-4,891
27
$1.33M 0.83%
+10,856
28
$1.27M 0.8%
11,110
+1,461
29
$1.25M 0.79%
36,120
+2,580
30
$997K 0.63%
28,340
+3,200
31
$981K 0.62%
46,635
+3,455
32
$885K 0.56%
37,500
33
$682K 0.43%
4,700
+404
34
$682K 0.43%
16,665
+1,279
35
$465K 0.29%
19,452
-252
36
$372K 0.23%
2,635
-15
37
$362K 0.23%
1,728
-722
38
$333K 0.21%
3,839
-310
39
$331K 0.21%
2,191
+185
40
$311K 0.2%
+150,000
41
$264K 0.17%
2,812
-83
42
$220K 0.14%
+2,768
43
$219K 0.14%
3,915
+223
44
$216K 0.14%
+2,257
45
$216K 0.14%
5,919
-23
46
$216K 0.14%
4,975
-34
47
$211K 0.13%
2,100
-12,020
48
$209K 0.13%
+2,471
49
$207K 0.13%
+1,583
50
$203K 0.13%
+1,441