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
101
$265K 0.09%
2,008
+480
102
$265K 0.09%
+1,499
103
$260K 0.09%
+4,081
104
$254K 0.09%
+1,875
105
$250K 0.09%
+1,177
106
$247K 0.09%
+105
107
$241K 0.08%
+1,126
108
$239K 0.08%
+1,883
109
$235K 0.08%
+4,616
110
$227K 0.08%
+3,079
111
$224K 0.08%
+455
112
$220K 0.08%
+3,361
113
$220K 0.08%
+1,293
114
$217K 0.07%
+899
115
$215K 0.07%
+1,447
116
$215K 0.07%
+1,167
117
$213K 0.07%
+897
118
$208K 0.07%
+1,128
119
$208K 0.07%
+3,664
120
$205K 0.07%
+2,634
121
$204K 0.07%
+1,546
122
$203K 0.07%
+1,230
123
$201K 0.07%
+655
124
$193K 0.07%
20,000
125
$170K 0.06%
+10,069