DA

Doliver Advisors Portfolio holdings

AUM $387M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$1.69M
3 +$1.68M
4
AMZN icon
Amazon
AMZN
+$1.14M
5
SH icon
ProShares Short S&P500
SH
+$801K

Top Sells

1 +$15.4M
2 +$15.2M
3 +$1.59M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.41M
5
ABT icon
Abbott
ABT
+$1.38M

Sector Composition

1 Energy 29.3%
2 Communication Services 7.8%
3 Financials 7.59%
4 Technology 7.44%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,503