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
$97.3M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$15.5M
2 +$599K
3 +$541K
4
XYZ
Block Inc
XYZ
+$307K
5
ACN icon
Accenture
ACN
+$298K

Sector Composition

1 Healthcare 33.85%
2 Financials 33.73%
3 Communication Services 21.83%
4 Technology 9.31%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,890
52
-25,000