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
451
$461K 0.03%
5,438
+5
452
$459K 0.03%
8,216
-23,099
453
$458K 0.03%
17,210
-1,202
454
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17,581
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455
$455K 0.03%
8,591
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456
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25,550
+2,400
457
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33,363
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459
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1,987
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461
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462
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463
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464
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31,045
+2,518
465
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468
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470
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18,250
+1,549
471
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12,712
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2,596
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473
$425K 0.03%
4,559
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474
$424K 0.03%
11,633
+2,267
475
$423K 0.03%
28,221
+9,465
17 18
19
20 21