DCA

DSG Capital Advisors Portfolio holdings

AUM $563M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$8.52M
3 +$3.66M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.46M
5
GLD icon
SPDR Gold Trust
GLD
+$3.22M

Top Sells

1 +$7.25M
2 +$4.9M
3 +$4.1M
4
BKNG icon
Booking.com
BKNG
+$2.27M
5
ANET icon
Arista Networks
ANET
+$1.46M

Sector Composition

1 Technology 28.26%
2 Financials 13.77%
3 Healthcare 9.96%
4 Communication Services 8.08%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COWZ icon
126
Pacer US Cash Cows 100 ETF
COWZ
$19B
-11,342
EEM icon
127
iShares MSCI Emerging Markets ETF
EEM
$20.6B
-4,947
EWJ icon
128
iShares MSCI Japan ETF
EWJ
$15.9B
-4,375
KBWB icon
129
Invesco KBW Bank ETF
KBWB
$4.95B
-5,708
NTAP icon
130
NetApp
NTAP
$23.8B
-11,580
REGN icon
131
Regeneron Pharmaceuticals
REGN
$61.3B
-860
SCJ icon
132
iShares MSCI Japan Small-Cap ETF
SCJ
$155M
-4,096