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
126
$7K ﹤0.01%
+15
127
$3K ﹤0.01%
7
-5
128
-1,406
129
-50,000
130
-902
131
-63,500