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
$93.7M
AUM Growth
-$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$796K
3 +$581K
4
NVDA icon
NVIDIA
NVDA
+$571K
5
V icon
Visa
V
+$535K

Top Sells

1 +$5.11M
2 +$456K
3 +$405K
4
AMZN icon
Amazon
AMZN
+$398K
5
PG icon
Procter & Gamble
PG
+$379K

Sector Composition

1 Healthcare 39.68%
2 Technology 14.42%
3 Financials 12.01%
4 Communication Services 11.25%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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119
-1,150