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
326
$210K 0.05%
+6,907
327
$209K 0.05%
+1,141
328
$209K 0.05%
1,571
-265
329
$208K 0.05%
+1,223
330
$208K 0.05%
+13,950
331
$205K 0.05%
+12,205
332
$204K 0.05%
+13,785
333
$203K 0.05%
+5,295
334
$201K 0.05%
+10,900
335
$201K 0.05%
+11,310
336
$200K 0.05%
+4,177
337
$199K 0.05%
+13,727
338
$199K 0.05%
+30,329
339
$185K 0.05%
+24,016
340
$185K 0.05%
+14,212
341
$184K 0.05%
+4,419
342
$184K 0.05%
14,583
343
$180K 0.05%
56,455
+2,605
344
$177K 0.05%
+40,153
345
$165K 0.04%
+13,975
346
$165K 0.04%
+12,650
347
$164K 0.04%
+10,758
348
$158K 0.04%
+10,600
349
$145K 0.04%
+12,470
350
$144K 0.04%
+16,447
12 13
14
15 16