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
$326M
AUM Growth
-$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$319K
2 +$308K
3 +$306K
4
USO icon
United States Oil Fund
USO
+$284K
5
HF icon
DGA Absolute Return ETF
HF
+$238K

Top Sells

1 +$442K
2 +$330K
3 +$309K
4
METC icon
Ramaco Resources Class A
METC
+$297K
5
BABA icon
Alibaba
BABA
+$279K

Sector Composition

1 Energy 39.46%
2 Technology 8.43%
3 Financials 6.83%
4 Communication Services 5.85%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,203
152
-3,220
153
-5,503