DCA

DSG Capital Advisors Portfolio holdings

AUM $656M
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.82M
3 +$1.65M
4
VLO icon
Valero Energy
VLO
+$1.3M
5
PWR icon
Quanta Services
PWR
+$1.27M

Top Sells

1 +$4.74M
2 +$3.69M
3 +$3.65M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M
5
OIH icon
VanEck Oil Services ETF
OIH
+$3.07M

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 Change
in Stake
Capital Flow
126
-1,486