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
$1.33B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.29M
3
+$6.18M
4
BND icon
Vanguard Total Bond Market
BND
+$4.3M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.16M

Top Sells

1
+$8.91M
2
+$8.83M
3
+$7.61M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.16M
5
CLOU icon
Global X Cloud Computing ETF
CLOU
+$4.07M

Sector Composition

1 Technology 10.28%
2 Financials 5.5%
3 Consumer Discretionary 5.22%
4 Communication Services 4.08%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$541K 0.04%
3,905
+624
427
$540K 0.04%
28,400
-1,600
428
$538K 0.04%
11,697
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429
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430
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431
$532K 0.04%
14,535
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432
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433
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4,148
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434
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435
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436
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437
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438
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17,138
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439
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5,073
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440
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443
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446
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14,928
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447
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15,684
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448
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14,278
+2,889
449
$496K 0.04%
6,846
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450
$495K 0.04%
5,275
+255
16 17
18
19 20