DA
Doliver Advisors Portfolio holdings
AUM
$365M
This Quarter Return
-7.17%
1 Year Return
+12.03%
3 Year Return
+66.98%
5 Year Return
+147.59%
10 Year Return
+86.35%
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
11.79%
Holding
328
New
328
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Financials | 1.18% |