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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
$239M
AUM Growth
+$9.71M
(+4.2%)
Holding
388
Top Buys
| 1 | +$2.1M | |
| 2 | +$1.69M | |
| 3 | +$1.61M | |
| 4 |
BlackRock Taxable Municipal Bond Trust
BBN
|
+$1.55M |
| 5 |
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
|
+$1.44M |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.86M | |
| 3 | +$1.54M | |
| 4 |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
|
+$1.14M |
| 5 |
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
|
+$1.14M |
Sector Composition
| 1 | Energy | 45.86% |
| 2 | Consumer Staples | 3.6% |
| 3 | Financials | 2.53% |
| 4 | Healthcare | 1.88% |
| 5 | Technology | 1.05% |