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
$199M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.04M
3
+$3.76M
4
IAU icon
iShares Gold Trust
IAU
+$3.72M
5
VYX icon
NCR Voyix
VYX
+$3.11M

Top Sells

1
+$8.39M
2
+$6.96M
3
+$6.69M
4
URI icon
United Rentals
URI
+$6.02M
5
CVS icon
CVS Health
CVS
+$5.46M

Sector Composition

1 Healthcare 29.96%
2 Industrials 23.06%
3 Technology 10.43%
4 Financials 8.42%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
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