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
$198M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.05M
3
+$5.36M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.98M
5
ZVRA icon
Zevra Therapeutics
ZVRA
+$3.56M

Top Sells

1
+$12.3M
2
+$9.86M
3
+$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.12M
5
GM icon
General Motors
GM
+$1.6M

Sector Composition

1 Healthcare 29.08%
2 Financials 28.2%
3 Consumer Discretionary 10.87%
4 Communication Services 10.61%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-355,000
77
– –
-24,999
78
– –
-1,721,378
79
– –
-249,960
80
– –
0
1 2 3
4