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
$122M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.7M
3 +$1.54M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
SHW icon
Sherwin-Williams
SHW
+$1.09M

Sector Composition

1 Financials 32.7%
2 Healthcare 25.75%
3 Communication Services 22.5%
4 Technology 11.24%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,000
77
-429,930
78
-5,000
79
0
80
0
81
-158
82
0
83
-261
84
-593
85
0
86
-69,000