DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
1-Year Return
14.99%
This Quarter Return
-1.14%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$390M
AUM Growth
+$84.5M
(+28%)
Cap. Flow
+$88.9M
Cap. Flow
% of AUM
22.82%
Top 10 Holdings %
Top 10 Hldgs %
17.39%
Holding
388
New
138
Increased
161
Reduced
65
Closed
20
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$8.08M |
| 2 |
ProShares Short S&P500
SH
|
$7.27M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.89M |
| 4 |
Apple
AAPL
|
$4.7M |
| 5 |
Sherwin-Williams
SHW
|
$4.65M |
Top Sells
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$9.32M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$5.82M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.65M |
| 4 |
ProShares Short Russell2000
RWM
|
$3.75M |
| 5 |
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% |
