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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
$247M
AUM Growth
+$43.7M
(+21%)
Holding
178
Top Buys
| 1 | +$6.74M | |
| 2 | +$6.28M | |
| 3 | +$3.67M | |
| 4 |
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
|
+$3.6M |
| 5 |
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
|
+$1.24M |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.6M | |
| 3 | +$1.39M | |
| 4 |
RA
Brookfield Real Assets Income Fund
RA
|
+$1.37M |
| 5 |
CHW
Calamos Global Dynamic Income Fund
CHW
|
+$802K |
Sector Composition
| 1 | Energy | 45.68% |
| 2 | Consumer Staples | 4.67% |
| 3 | Financials | 4.66% |
| 4 | Communication Services | 4.01% |
| 5 | Healthcare | 3.19% |