We are live on ! Find out more
DA

Duality Advisers Portfolio holdings

AUM $1.01B
1-Year Est. Return 14.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$946M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1 +$7.35M
2 +$6.97M
3 +$6.69M
4
SNPS icon
Synopsys
SNPS
+$6.59M
5
UL icon
Unilever
UL
+$6.56M

Top Sells

1 +$5.18M
2 +$5.16M
3 +$5.06M
4
SJM icon
J.M. Smucker
SJM
+$4.86M
5
AMT icon
American Tower
AMT
+$4.86M

Sector Composition

1 Technology 16.74%
2 Financials 14.4%
3 Consumer Discretionary 14.21%
4 Industrials 12.45%
5 Healthcare 12.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBS icon
76
Webster Financial
WBS
$11.9B
$3.41M 0.36%
+67,222
REG icon
77
Regency Centers
REG
$14.8B
$3.37M 0.36%
+50,353
APP icon
78
Applovin
APP
$161B
$3.37M 0.36%
84,536
+12,995
BMY icon
79
Bristol-Myers Squibb
BMY
$116B
$3.34M 0.35%
65,143
+61,525
WMT icon
80
Walmart Inc
WMT
$959B
$3.33M 0.35%
+63,300
BRK.B icon
81
Berkshire Hathaway Class B
BRK.B
$1.05T
$3.31M 0.35%
+9,289
FIVE icon
82
Five Below
FIVE
$11.2B
$3.31M 0.35%
15,536
+13,722
SBUX icon
83
Starbucks
SBUX
$117B
$3.29M 0.35%
+34,249
ALNY icon
84
Alnylam Pharmaceuticals
ALNY
$38.6B
$3.28M 0.35%
17,112
+7,682
COIN icon
85
Coinbase
COIN
$42.3B
$3.25M 0.34%
+18,669
PII icon
86
Polaris
PII
$3.95B
$3.24M 0.34%
34,163
+254
BBIO icon
87
BridgeBio Pharma
BBIO
$13.2B
$3.24M 0.34%
80,192
+31,036
SEDG icon
88
SolarEdge
SEDG
$3.55B
$3.21M 0.34%
+34,338
WSM icon
89
Williams-Sonoma
WSM
$25.8B
$3.19M 0.34%
+31,604
AFRM icon
90
Affirm
AFRM
$22.3B
$3.18M 0.34%
+64,766
DOCN icon
91
DigitalOcean
DOCN
$18.2B
$3.18M 0.34%
86,712
-19,216
LYFT icon
92
Lyft
LYFT
$5.21B
$3.18M 0.34%
+211,929
JAZZ icon
93
Jazz Pharmaceuticals
JAZZ
$14.8B
$3.15M 0.33%
25,641
+6,758
PATH icon
94
UiPath
PATH
$5.52B
$3.06M 0.32%
123,320
-22,704
TGT icon
95
Target
TGT
$60.2B
$3.03M 0.32%
21,264
-24,785
ILMN icon
96
Illumina
ILMN
$25.1B
$3.01M 0.32%
22,257
+13,442
EME icon
97
Emcor
EME
$36.1B
$2.98M 0.31%
13,825
+1,829
CHTR icon
98
Charter Communications
CHTR
$17.1B
$2.96M 0.31%
7,622
-1,184
ZION icon
99
Zions Bancorporation
ZION
$9.77B
$2.92M 0.31%
+66,630
SIG icon
100
Signet Jewelers
SIG
$3.56B
$2.91M 0.31%
+27,114