DA

DSC Advisors Portfolio holdings

AUM $11M
1-Year Est. Return 5.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.88%
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 Buys

1 +$1.98M
2 +$916K
3 +$660K
4
CELU icon
Celularity
CELU
+$531K
5
ZM icon
Zoom
ZM
+$405K

Top Sells

1 +$15.4M
2 +$599K
3 +$569K
4
XYZ
Block Inc
XYZ
+$307K
5
ACN icon
Accenture
ACN
+$273K

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
0
52
0