DADC
D.A. Davidson & Co Portfolio holdings
AUM
$16.5B
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$15.6B
AUM Growth
+$1.43B
(+10%)
Holding
1,571
Top Buys
| 1 | +$27.1M | |
| 2 | +$22M | |
| 3 | +$17.9M | |
| 4 |
Coastal Financial
CCB
|
+$13.3M |
| 5 |
JPMorgan Income ETF
JPIE
|
+$11.6M |
Top Sells
| 1 | +$29.6M | |
| 2 | +$12.9M | |
| 3 | +$7.64M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$6.63M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.11M |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Financials | 7.96% |
| 3 | Industrials | 5.63% |
| 4 | Healthcare | 4.57% |
| 5 | Consumer Discretionary | 3.51% |