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
$160M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$3.96M
2 +$2.11M
3 +$1.57M
4
HRI icon
Herc Holdings
HRI
+$1.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.23M

Top Sells

1 +$4.07M
2 +$3.98M
3 +$2.79M
4
MSFT icon
Microsoft
MSFT
+$1.56M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.55M

Sector Composition

1 Healthcare 55.78%
2 Financials 15.7%
3 Communication Services 6.48%
4 Materials 6.32%
5 Technology 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$941K 0.57%
7,929
-5,363
27
$852K 0.52%
37,500
28
$799K 0.49%
13,868
-27,033
29
$705K 0.43%
5,494
-5,616
30
$700K 0.43%
18,020
-18,100
31
$674K 0.41%
16,760
-11,580
32
$618K 0.38%
4,067
-633
33
$609K 0.37%
21,548
+2,096
34
$586K 0.36%
14,915
-1,750
35
$492K 0.3%
4,530
+2,273
36
$487K 0.3%
11,883
+5,964
37
$401K 0.24%
+4,066
38
$397K 0.24%
+9,202
39
$396K 0.24%
5,557
+2,789
40
$361K 0.22%
+10,979
41
$300K 0.18%
2,114
-77
42
$295K 0.18%
2,105
-530
43
$286K 0.17%
+5,988
44
$265K 0.16%
3,068
-771
45
$255K 0.16%
5,336
+361
46
$227K 0.14%
+2,065
47
$219K 0.13%
+1,144
48
$217K 0.13%
2,486
-326
49
$213K 0.13%
+5,080
50
$211K 0.13%
3,610
-305