DA

Doliver Advisors Portfolio holdings

AUM $400M
1-Year Est. Return 18.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.79M
3
+$1.4M
4
CHY
Calamos Convertible and High Income Fund
CHY
+$1.08M
5
AWP
abrdn Global Premier Properties Fund
AWP
+$844K

Top Sells

1
+$3.02M
2
+$1.9M
3
+$1.68M
4
EA icon
Electronic Arts
EA
+$976K
5
UNH icon
UnitedHealth
UNH
+$914K

Sector Composition

1 Energy 27.76%
2 Communication Services 8.73%
3 Financials 8.3%
4 Healthcare 5.99%
5 Technology 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
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