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DA

Doliver Advisors Portfolio holdings

AUM $440M
1-Year Est. Return 34.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Sector Composition

1 Energy 44.47%
2 Consumer Staples 3.66%
3 Healthcare 1.56%
4 Financials 1.25%
5 Technology 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-43,679
327
-10,042
328
-13,565
329
-24,863
330
-53,784
331
-38,359
332
-3,000
333
-45,906
334
-12,758
335
-12,075
336
-10,934
337
-21,652
338
-17,998
339
-10,098
340
-53,545
341
-66,670
342
-21,736
343
-14,709
344
-15,158