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
$59M
AUM Growth
-$8.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.15M
3 +$644K
4
ABT icon
Abbott
ABT
+$352K
5
NFLX icon
Netflix
NFLX
+$285K

Top Sells

1 +$6.07M
2 +$3.55M
3 +$2.98M
4
ODP icon
ODP
ODP
+$462K
5
EHAB icon
Enhabit
EHAB
+$336K

Sector Composition

1 Healthcare 68.26%
2 Industrials 17.03%
3 Financials 7.69%
4 Technology 3.88%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$61.8K 0.1%
10,000
-20,000
27
-30,000
28
-46,000
29
-10,000
30
-10,000
31
-2,500
32
-292,500
33
0