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
$254M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$1.33M
3
+$995K
4
UNH icon
UnitedHealth
UNH
+$782K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$758K

Top Sells

1
+$4.3M
2
+$3.62M
3
+$1.3M
4
MO icon
Altria Group
MO
+$1.07M
5
FPL
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
+$606K

Sector Composition

1 Energy 42.33%
2 Financials 6.13%
3 Communication Services 5.07%
4 Consumer Staples 3.68%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
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