DCA

DSG Capital Advisors Portfolio holdings

AUM $628M
1-Year Est. Return 25.71%
This Quarter Est. Return
1 Year Est. Return
+25.71%
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 +$2.27M
2 +$1.82M
3 +$1.71M
4
VLO icon
Valero Energy
VLO
+$1.29M
5
PWR icon
Quanta Services
PWR
+$1.12M

Top Sells

1 +$4.55M
2 +$3.95M
3 +$3.25M
4
AMAT icon
Applied Materials
AMAT
+$3.19M
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