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
$171M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.37M
3
+$4.2M
4
DAL icon
Delta Air Lines
DAL
+$4.15M
5
GLD icon
SPDR Gold Trust
GLD
+$1.22M

Top Sells

1
+$5.07M
2
+$2.74M
3
+$2.68M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.1M

Sector Composition

1 Financials 27.65%
2 Healthcare 23.39%
3 Communication Services 13.55%
4 Consumer Discretionary 12.27%
5 Technology 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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0
80
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81
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83
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-70,000
84
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0
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4