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DA
Doliver Advisors Portfolio holdings
AUM
$440M
1-Year Est. Return
34.21%
This Fund
S&P 500
1 Year Est. Return
+34.21%
AUM
$223M
AUM Growth
+$15.6M
(+7.5%)
Holding
318
Top Buys
| 1 | +$7.42M | |
| 2 | +$1.89M | |
| 3 | +$1.44M | |
| 4 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
+$1.38M |
| 5 |
EFT
Eaton Vance Floating-Rate Income Trust
EFT
|
+$1.36M |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.4M | |
| 3 | +$1.12M | |
| 4 |
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
|
+$911K |
| 5 |
DPG
Duff & Phelps Utility and Infrastructure Fund
DPG
|
+$866K |
Sector Composition
| 1 | Energy | 32.9% |
| 2 | Consumer Staples | 3.85% |
| 3 | Healthcare | 1.45% |
| 4 | Financials | 1.15% |
| 5 | Technology | 0.53% |