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
$125M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$1.99M
3 +$1.77M
4
AAPL icon
Apple
AAPL
+$1.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M

Top Sells

1 +$5.29M
2 +$380K
3 +$347K
4
SNOW icon
Snowflake
SNOW
+$306K
5
MA icon
Mastercard
MA
+$38.2K

Sector Composition

1 Healthcare 38.52%
2 Financials 14.47%
3 Technology 13.44%
4 Communication Services 10.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$895K 0.31%
1,755
+814
27
$857K 0.3%
20,798
+13,052
28
$841K 0.29%
4,743
+2,553
29
$837K 0.29%
3,903
+1,982
30
$814K 0.28%
2,721
+1,645
31
$811K 0.28%
2,405
+188
32
$768K 0.26%
1,686
+222
33
$739K 0.25%
+17,880
34
$721K 0.25%
3,700
+1,878
35
$698K 0.24%
3,286
+258
36
$683K 0.24%
55,000
+10,000
37
$654K 0.23%
2,935
+1,490
38
$653K 0.22%
1,134
+690
39
$643K 0.22%
4,686
+2,835
40
$628K 0.22%
+1,512
41
$559K 0.19%
11,533
+7,237
42
$556K 0.19%
1,485
+115
43
$551K 0.19%
9,874
+2,359
44
$550K 0.19%
11,753
+7,144
45
$530K 0.18%
1,292
+656
46
$523K 0.18%
10,101
+5,437
47
$516K 0.18%
+3,184
48
$501K 0.17%
210,500
+95,500
49
$492K 0.17%
+14,732
50
$490K 0.17%
4,240
+332