DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.12B
1-Year Est. Return 17.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$37.2M
3
+$34.9M
4
TSLA icon
Tesla
TSLA
+$29.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$29M

Top Sells

1
+$19.2M
2
+$9.58M
3
+$5.97M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.42M

Sector Composition

1 Technology 10.97%
2 Financials 4.7%
3 Healthcare 3.73%
4 Consumer Discretionary 3.4%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.23M 0.04%
+6,593
377
$1.22M 0.04%
6,072
+251
378
$1.21M 0.04%
28,151
-16,698
379
$1.2M 0.04%
+12,056
380
$1.19M 0.04%
+12,859
381
$1.18M 0.04%
37,038
+1,006
382
$1.18M 0.04%
75,520
+4,541
383
$1.16M 0.04%
27,570
-738
384
$1.16M 0.04%
9,869
+524
385
$1.16M 0.04%
51,017
-864
386
$1.16M 0.04%
11,647
-120
387
$1.15M 0.04%
30,707
+2,133
388
$1.15M 0.04%
5,208
-854
389
$1.14M 0.04%
38,757
+3,458
390
$1.14M 0.04%
38,833
+3,141
391
$1.12M 0.04%
15,506
+370
392
$1.12M 0.04%
9,619
-289
393
$1.12M 0.04%
34,482
+4,903
394
$1.11M 0.04%
21,584
-254
395
$1.11M 0.04%
+804
396
$1.11M 0.04%
+19,287
397
$1.1M 0.04%
+15,403
398
$1.1M 0.04%
1,113
-1,186
399
$1.1M 0.04%
+4,111
400
$1.09M 0.04%
38,732
+23,722
14 15
16
17 18