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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
$127M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$2.49M
3
+$1.76M
4
JFR icon
Nuveen Floating Rate Income Fund
JFR
+$1.69M
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$1.6M

Top Sells

1
+$2.03M
2
+$1.3M
3
+$1.21M
4
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.18M
5
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
+$1.09M

Sector Composition

1 Real Estate 0.61%
2 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
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