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
$141M
AUM Growth
-$678K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$2.93M
3
+$2.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.04M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.24M

Top Sells

1
+$9.05M
2
+$5.7M
3
+$5.42M
4
NSTG
NanoString Technologies, Inc.
NSTG
+$2.3M
5
VCEL icon
Vericel Corp
VCEL
+$624K

Sector Composition

1 Healthcare 32.59%
2 Financials 26.42%
3 Communication Services 13.06%
4 Technology 7.79%
5 Materials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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