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
$297M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$2.17M
3 +$1.86M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.69M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.68M

Sector Composition

1 Energy 28.36%
2 Communication Services 9.13%
3 Financials 8.07%
4 Technology 7.51%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
-5,502
178
-2,000
179
-1,512
180
-1,433
181
-1,150