DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
1-Year Return
14.99%
This Quarter Return
+6.21%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$1.46B
AUM Growth
+$153M
(+12%)
Cap. Flow
+$88.1M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
19.31%
Holding
759
New
79
Increased
361
Reduced
260
Closed
38
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$8.83M |
| 2 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$8.61M |
| 3 |
Apple
AAPL
|
+$7.34M |
| 4 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$5.68M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$5.06M |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
+$5.43M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$3.83M |
| 3 |
ProShares Short Russell2000
RWM
|
+$3.3M |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$2.97M |
| 5 |
ProShares Short High Yield
SJB
|
+$2.81M |
Sector Composition
| 1 | Technology | 9.09% |
| 2 | Healthcare | 4.08% |
| 3 | Financials | 3.88% |
| 4 | Consumer Discretionary | 3.33% |
| 5 | Consumer Staples | 2.89% |
