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
301
$235K 0.06%
+12,705
302
$235K 0.06%
+24,127
303
$234K 0.06%
+4,658
304
$232K 0.06%
+9,362
305
$231K 0.06%
+19,546
306
$229K 0.06%
18,095
+2,885
307
$228K 0.06%
+7,859
308
$227K 0.06%
7,242
-500
309
$226K 0.06%
+27,821
310
$226K 0.06%
+12,206
311
$225K 0.06%
3,815
-80
312
$223K 0.06%
8,735
-165
313
$223K 0.06%
+1,830
314
$222K 0.06%
+2,093
315
$222K 0.06%
+3,056
316
$222K 0.06%
+15,864
317
$221K 0.06%
4,726
+4
318
$221K 0.06%
+1,363
319
$220K 0.06%
+5,254
320
$220K 0.06%
+14,570
321
$218K 0.06%
+2,100
322
$215K 0.06%
4,582
-1,965
323
$212K 0.05%
+1,686
324
$211K 0.05%
+4,176
325
$211K 0.05%
+16,630
11 12
13
14 15