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
76
$356K 0.12%
+1,426
77
$354K 0.12%
+4,048
78
$351K 0.12%
+4,421
79
$342K 0.12%
+2,156
80
$339K 0.12%
+1,190
81
$330K 0.11%
+1,766
82
$322K 0.11%
+1,598
83
$314K 0.11%
+1,249
84
$313K 0.11%
+947
85
$310K 0.11%
+5,805
86
$308K 0.11%
+1,908
87
$306K 0.11%
+1,225
88
$300K 0.1%
+8,248
89
$294K 0.1%
1,939
+678
90
$292K 0.1%
+2,636
91
$291K 0.1%
+3,844
92
$289K 0.1%
+3,953
93
$289K 0.1%
+1,062
94
$288K 0.1%
+377
95
$287K 0.1%
+1,370
96
$285K 0.1%
+2,815
97
$280K 0.1%
+829
98
$277K 0.1%
+2,821
99
$275K 0.09%
+3,026
100
$274K 0.09%
+1,183