DA
Doliver Advisors Portfolio holdings
AUM
$387M
1-Year Est. Return
14.15%
1 Year Est. Return
+14.15%
AUM
$387M
AUM Growth
+$21.5M
(+5.9%)
Holding
181
Top Buys
| 1 | +$1.26M | |
| 2 | +$1.09M | |
| 3 | +$956K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$919K |
| 5 |
Micron Technology
MU
|
+$663K |
Top Sells
| 1 | +$1.71M | |
| 2 | +$1.24M | |
| 3 | +$1.07M | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$980K |
| 5 |
Robinhood
HOOD
|
+$577K |
Sector Composition
| 1 | Energy | 35.53% |
| 2 | Technology | 11.49% |
| 3 | Financials | 7.27% |
| 4 | Consumer Discretionary | 5.44% |
| 5 | Communication Services | 5.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Texas Instruments
TXN
$147B
| – | – |
-965
|
|
||
177
SPDR S&P 500 ETF Trust
SPY
$677B
| – | – |
-362
|
|
||
|
178
Robinhood
HOOD
$130B
| – | – |
-6,167
|
|
||
179
Electronic Arts
EA
$49.9B
| – | – |
-2,667
|
|
||
180
Camden Property Trust
CPT
$10.6B
| – | – |
-1,823
|
|
||
181
Charter Communications
CHTR
$30.3B
| – | – |
-2,613
|
|