DCA
DSG Capital Advisors Portfolio holdings
AUM
$628M
1-Year Est. Return
25.71%
1 Year Est. Return
+25.71%
AUM
$563M
AUM Growth
+$67.5M
(+14%)
Holding
132
Top Buys
| 1 | +$12.2M | |
| 2 | +$8.52M | |
| 3 | +$3.66M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$3.46M |
| 5 |
SPDR Gold Trust
GLD
|
+$3.22M |
Top Sells
| 1 | +$7.25M | |
| 2 | +$4.9M | |
| 3 | +$4.1M | |
| 4 |
Booking.com
BKNG
|
+$2.27M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
NetApp
NTAP
$21.8B
| – | – |
-11,580
|
|
||
127
Regeneron Pharmaceuticals
REGN
$72.9B
| – | – |
-860
|
|
||
128
iShares MSCI Japan Small-Cap ETF
SCJ
$156M
| – | – |
-4,096
|
|
||
129
Bank of America
BAC
$384B
| – | – |
-98,337
|
|
||
130
Baker Hughes
BKR
$48.1B
| – | – |
-18,720
|
|
||
131
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
| – | – |
-11,342
|
|
||
132
iShares MSCI Emerging Markets ETF
EEM
$20.9B
| – | – |
-4,947
|
|