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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
$245M
AUM Growth
+$22.4M
(+10%)
Holding
348
Top Buys
| 1 | +$33.8M | |
| 2 | +$1.13M | |
| 3 | +$1.05M | |
| 4 |
GLO
Clough Global Opportunities Fund
GLO
|
+$789K |
| 5 |
GER
Goldman Sachs MLP Energy Renaissance Fund
GER
|
+$777K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.62M | |
| 3 | +$1.3M | |
| 4 |
DNI
Dividend and Income Fund
DNI
|
+$1.23M |
| 5 |
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
+$1.23M |
Sector Composition
| 1 | Energy | 44.47% |
| 2 | Consumer Staples | 3.66% |
| 3 | Healthcare | 1.56% |
| 4 | Financials | 1.25% |
| 5 | Technology | 0.66% |