DCA
DSG Capital Advisors Portfolio holdings
AUM
$625M
1-Year Est. Return
30.38%
This Fund
S&P 500
1 Year Est. Return
+30.38%
AUM
$625M
AUM Growth
-$31.2M
(-4.8%)
Holding
127
Top Buys
| 1 | +$1.24M | |
| 2 | +$1.2M | |
| 3 | +$869K | |
| 4 |
Baker Hughes
BKR
|
+$847K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$676K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.35M | |
| 3 | +$1.02M | |
| 4 |
ServiceNow
NOW
|
+$975K |
| 5 |
Bank of America
BAC
|
+$679K |
Sector Composition
| 1 | Technology | 27.59% |
| 2 | Financials | 12.34% |
| 3 | Healthcare | 11.03% |
| 4 | Communication Services | 8.24% |
| 5 | Industrials | 5.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Intuit
INTU
$85.6B
| – | – |
-376
|
|
||
127
Mastercard
MA
$417B
| – | – |
-393
|
|