DCA
DSG Capital Advisors Portfolio holdings
AUM $495M
AUM
$495M
AUM Growth
-$56.9M (-10%)
Cap. Flow
-$25.2M
Cap. Flow % of AUM
-5.09%
Top 10 Holdings %Top 10 Hldgs %
43.63%
Holding
126
New
4
Increased
23
Reduced
49
Closed
6
Top Buys
| 1 | $2.27M | |
| 2 | $1.82M | |
| 3 | $1.71M | |
| 4 | $1.29M | |
| 5 | $1.12M |
Top Sells
| 1 | $4.55M | |
| 2 | $3.95M | |
| 3 | $3.25M | |
| 4 | $3.19M | |
| 5 | $2.31M |
Sector Composition
| 1 | Technology | 25.77% |
| 2 | Financials | 16.67% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Staples | 7.37% |
| 5 | Communication Services | 6.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,486 | Closed | – |
