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
$153M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$8.07M
2 +$3.6M
3 +$2.38M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.24M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.55M

Top Sells

1 +$4.63M
2 +$2.48M
3 +$2.31M
4
SWFT
Swift Transportation Company
SWFT
+$1.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.39M

Sector Composition

1 Healthcare 53.05%
2 Financials 12.75%
3 Communication Services 7.13%
4 Materials 6.03%
5 Technology 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$188K 0.12%
1,787
+208
52
$136K 0.09%
+4,142
53
-82,500
54
-18,660
55
-48,040
56
0
57
-157,718
58
-28,932
59
-65,000
60
-75,000
61
-326,420
62
-7,000