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
$104M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$2.34M
3 +$2.28M
4
EAR
Eargo, Inc. Common Stock
EAR
+$1.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$968K

Top Sells

1 +$18.2M
2 +$14.5M
3 +$760K
4
META icon
Meta Platforms (Facebook)
META
+$579K
5
MSFT icon
Microsoft
MSFT
+$572K

Sector Composition

1 Healthcare 35.93%
2 Financials 29.88%
3 Communication Services 15.51%
4 Technology 10.45%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,590
77
-15,000
78
0
79
-6,024
80
-716
81
-216,501
82
-25,000
83
0
84
-2,471