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
$125M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$1.99M
3 +$1.77M
4
AAPL icon
Apple
AAPL
+$1.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M

Top Sells

1 +$5.29M
2 +$380K
3 +$347K
4
SNOW icon
Snowflake
SNOW
+$306K
5
MA icon
Mastercard
MA
+$38.2K

Sector Composition

1 Healthcare 38.52%
2 Financials 14.47%
3 Technology 13.44%
4 Communication Services 10.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$474K 0.16%
1,916
+1,164
52
$473K 0.16%
5,721
+447
53
$462K 0.16%
7,330
+1,760
54
$455K 0.16%
771
+358
55
$449K 0.15%
+3,236
56
$447K 0.15%
9,022
+2,156
57
$441K 0.15%
3,545
+1,720
58
$441K 0.15%
3,279
+1,992
59
$436K 0.15%
907
+72
60
$421K 0.15%
3,235
+253
61
$420K 0.14%
3,839
+1,678
62
$411K 0.14%
3,471
+1,611
63
$410K 0.14%
+1,431
64
$403K 0.14%
2,640
+630
65
$400K 0.14%
+10,570
66
$400K 0.14%
+6,369
67
$398K 0.14%
+4,725
68
$397K 0.14%
2,161
+517
69
$392K 0.14%
+4,632
70
$385K 0.13%
1,481
+687
71
$374K 0.13%
+4,560
72
$374K 0.13%
+5,290
73
$372K 0.13%
+9,928
74
$370K 0.13%
664
+52
75
$365K 0.13%
+1,807