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
$160M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$3.96M
2 +$2.11M
3 +$1.57M
4
HRI icon
Herc Holdings
HRI
+$1.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.23M

Top Sells

1 +$4.07M
2 +$3.98M
3 +$2.79M
4
MSFT icon
Microsoft
MSFT
+$1.56M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.55M

Sector Composition

1 Healthcare 55.78%
2 Financials 15.7%
3 Communication Services 6.48%
4 Materials 6.32%
5 Technology 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.12%
2,239
-232
52
$201K 0.12%
2,348
+561
53
$185K 0.11%
855
-873
54
$173K 0.11%
4,590
+448
55
$100K 0.06%
+5,188
56
$27K 0.02%
75,000
-75,000
57
0
58
0
59
-2,100
60
-33,120
61
-32,760
62
-1,441
63
-1,583
64
-17,460
65
0
66
-258,411