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
$172M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$4.44M
3 +$4.06M
4
SWFT
Swift Transportation Company
SWFT
+$2.44M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.4M

Top Sells

1 +$5.7M
2 +$4.41M
3 +$3.02M
4
DVAX icon
Dynavax Technologies
DVAX
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.45M

Sector Composition

1 Healthcare 47.87%
2 Financials 22.49%
3 Materials 6.52%
4 Communication Services 5.6%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$645K 0.37%
16,720
-1,300
27
$624K 0.35%
15,760
-1,000
28
$613K 0.35%
5,326
-168
29
$592K 0.34%
3,733
-334
30
$548K 0.31%
14,252
-663
31
$538K 0.31%
+4,591
32
$503K 0.29%
17,380
-4,168
33
$436K 0.25%
3,522
-544
34
$415K 0.24%
10,511
-1,372
35
$405K 0.23%
3,936
-594
36
$348K 0.2%
5,084
-473
37
$317K 0.18%
8,194
-1,008
38
$316K 0.18%
5,646
-342
39
$292K 0.17%
9,832
-1,147
40
$270K 0.15%
1,785
-329
41
$269K 0.15%
1,682
-423
42
$246K 0.14%
2,144
+79
43
$218K 0.12%
2,689
+341
44
-5,080
45
-14,078
46
0
47
-155,000
48
-45,496
49
0
50
0