DADC
D.A. Davidson & Co Portfolio holdings
AUM
$15.6B
1-Year Est. Return
16.51%
1 Year Est. Return
+16.51%
AUM
$3.4B
AUM Growth
+$188M
(+5.8%)
Holding
2,507
Top Buys
| 1 | +$9.12M | |
| 2 | +$9.09M | |
| 3 | +$7.6M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.46M |
| 5 |
Vanguard Growth ETF
VUG
|
+$7.3M |
Top Sells
| 1 | +$8.17M | |
| 2 | +$7.58M | |
| 3 | +$7.37M | |
| 4 |
Weyerhaeuser
WY
|
+$6.79M |
| 5 |
General Mills
GIS
|
+$6.13M |
Sector Composition
| 1 | Healthcare | 9.79% |
| 2 | Technology | 9.41% |
| 3 | Industrials | 9.22% |
| 4 | Consumer Staples | 6.95% |
| 5 | Consumer Discretionary | 6.82% |