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
351
$141K 0.04%
+10,280
352
$132K 0.03%
+10,082
353
$126K 0.03%
13,370
-505
354
$118K 0.03%
+6,714
355
$117K 0.03%
+11,944
356
$114K 0.03%
+24,224
357
$108K 0.03%
+11,475
358
$106K 0.03%
+12,009
359
$105K 0.03%
+11,250
360
$91K 0.02%
12,201
+185
361
$82K 0.02%
2,346
-624
362
$74K 0.02%
+15,908
363
$47K 0.01%
10,000
364
$36K 0.01%
+13,000
365
$26K 0.01%
+11,284
366
$6K ﹤0.01%
+13,545
367
– –
-4,730
368
– –
-5,325
369
– –
-31,373
370
– –
-309,829
371
– –
-3,351
372
– –
-2,990
373
– –
-24,376
374
– –
-41,045
375
– –
-8,853
12 13 14
15
16