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
$183M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$9.52M
2 +$3.44M
3 +$2.36M
4
ULTA icon
Ulta Beauty
ULTA
+$2.01M
5
C icon
Citigroup
C
+$1.65M

Top Sells

1 +$13.5M
2 +$5.95M
3 +$4.04M
4
UNP icon
Union Pacific
UNP
+$3.99M
5
URI icon
United Rentals
URI
+$3.79M

Sector Composition

1 Healthcare 34.72%
2 Industrials 22.12%
3 Technology 8.86%
4 Consumer Staples 5.09%
5 Financials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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