DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.27M
3
+$6.89M
4
AAPL icon
Apple
AAPL
+$4.7M
5
SHW icon
Sherwin-Williams
SHW
+$4.65M

Top Sells

1
+$9.32M
2
+$5.82M
3
+$4.65M
4
RWM icon
ProShares Short Russell2000
RWM
+$3.75M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.51M

Sector Composition

1 Technology 9.22%
2 Healthcare 6.81%
3 Industrials 6.64%
4 Financials 5.76%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$313K 0.08%
5,934
-992
252
$312K 0.08%
7,876
+930
253
$306K 0.08%
2,246
+434
254
$301K 0.08%
+3,302
255
$300K 0.08%
+5,476
256
$299K 0.08%
+6,376
257
$298K 0.08%
8,320
-295
258
$298K 0.08%
+13,930
259
$297K 0.08%
+3,197
260
$296K 0.08%
+6,884
261
$296K 0.08%
5,690
-1,500
262
$291K 0.07%
+19,279
263
$289K 0.07%
+4,389
264
$288K 0.07%
18,095
+4,280
265
$286K 0.07%
2,978
-1,366
266
$282K 0.07%
+21,032
267
$282K 0.07%
+2,903
268
$282K 0.07%
1,758
+1
269
$280K 0.07%
+8,198
270
$280K 0.07%
+4,111
271
$280K 0.07%
+20,971
272
$276K 0.07%
+4,210
273
$268K 0.07%
+2,365
274
$267K 0.07%
2,433
+117
275
$264K 0.07%
14,850
+1,145
9 10
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