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
276
$263K 0.07%
6,418
-858
277
$263K 0.07%
+5,377
278
$262K 0.07%
+4,535
279
$262K 0.07%
4,507
-581
280
$262K 0.07%
4,172
-112
281
$261K 0.07%
+3,963
282
$260K 0.07%
+2,481
283
$258K 0.07%
10,775
+615
284
$257K 0.07%
3,703
-647
285
$257K 0.07%
+3,541
286
$256K 0.07%
13,208
+418
287
$255K 0.07%
+3,782
288
$253K 0.06%
+33,236
289
$253K 0.06%
+28,280
290
$251K 0.06%
+1,698
291
$249K 0.06%
+63,434
292
$249K 0.06%
5,551
+70
293
$246K 0.06%
+17,747
294
$246K 0.06%
2,192
-50
295
$245K 0.06%
+9,863
296
$241K 0.06%
+3,841
297
$241K 0.06%
7,240
-428
298
$239K 0.06%
+1,748
299
$238K 0.06%
+3,148
300
$236K 0.06%
+5,628
10 11
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