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
$271M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$842K
3
+$796K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$776K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$773K

Top Sells

1
+$1.64M
2
+$928K
3
+$869K
4
ADBE icon
Adobe
ADBE
+$862K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$778K

Sector Composition

1 Energy 43.13%
2 Technology 7.23%
3 Financials 6.82%
4 Communication Services 5.94%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
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