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

Top Buys

1
+$6.53M
2
+$726K
3
+$487K
4
V icon
Visa
V
+$467K
5
NVDA icon
NVIDIA
NVDA
+$438K

Top Sells

1
+$5.11M
2
+$428K
3
+$373K
4
AAPL icon
Apple
AAPL
+$356K
5
AMZN icon
Amazon
AMZN
+$356K

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
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