DA

Doliver Advisors Portfolio holdings

AUM $400M
1-Year Est. Return 18.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.33M
3
+$2M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$1.97M
5
DSU icon
BlackRock Debt Strategies Fund
DSU
+$1.73M

Top Sells

1
+$2.72M
2
+$2.03M
3
+$1.76M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.69M
5
MAV
Pioneer Municipal High Income Advantage Fund
MAV
+$1.65M

Sector Composition

1 Real Estate 0.76%
2 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
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