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
$172M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$4.44M
3 +$4.06M
4
SWFT
Swift Transportation Company
SWFT
+$2.44M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.4M

Top Sells

1 +$5.7M
2 +$4.41M
3 +$3.02M
4
DVAX icon
Dynavax Technologies
DVAX
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.45M

Sector Composition

1 Healthcare 47.87%
2 Financials 22.49%
3 Materials 6.52%
4 Communication Services 5.6%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
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0
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63
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-75,000
65
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66
0
67
-5,188