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
$1.4B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.46M
3
+$5.22M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.82M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.23M

Top Sells

1
+$6.55M
2
+$4.33M
3
+$3.99M
4
ALTA
Altabancorp
ALTA
+$3.42M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.16M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 5.97%
3 Financials 5.1%
4 Communication Services 3.83%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$493K 0.04%
16,648
-490
427
$492K 0.04%
1,227
-552
428
$492K 0.04%
5,657
+976
429
$491K 0.04%
2,002
+520
430
$490K 0.04%
9,684
+492
431
$488K 0.03%
+27,161
432
$488K 0.03%
2,805
-1,079
433
$488K 0.03%
4,473
-144
434
$488K 0.03%
3,136
+684
435
$486K 0.03%
22,928
+66
436
$482K 0.03%
2,112
+194
437
$479K 0.03%
2,245
+268
438
$478K 0.03%
27,333
+4,284
439
$477K 0.03%
14,832
-96
440
$477K 0.03%
5,175
-100
441
$477K 0.03%
+8,160
442
$476K 0.03%
2,855
-1,415
443
$474K 0.03%
8,982
-15,870
444
$474K 0.03%
10,767
+1,450
445
$473K 0.03%
11,070
+3,006
446
$470K 0.03%
6,171
+447
447
$467K 0.03%
6,446
-2,653
448
$465K 0.03%
12,625
+1,090
449
$463K 0.03%
29,691
+5,745
450
$461K 0.03%
4,313
-3,097
16 17
18
19 20