DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
This Quarter Return
+6.17%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$482M
AUM Growth
+$482M
(+9.4%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
16.78%
Holding
443
New
33
Increased
198
Reduced
148
Closed
32
Top Buys
Top Sells
| 1 |
ProShares Short Dow30
DOG
|
$4.27M |
| 2 |
IBM
IBM
|
$1.76M |
| 3 |
iShares Global Energy ETF
IXC
|
$1.53M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.02M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$967K |
Sector Composition
| 1 | Technology | 9.76% |
| 2 | Healthcare | 7.15% |
| 3 | Financials | 7.01% |
| 4 | Industrials | 6.48% |
| 5 | Consumer Discretionary | 4.96% |
