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
$390M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.27M
3
+$6.89M
4
AAPL icon
Apple
AAPL
+$4.7M
5
SHW icon
Sherwin-Williams
SHW
+$4.65M

Top Sells

1
+$9.32M
2
+$5.82M
3
+$4.65M
4
RWM icon
ProShares Short Russell2000
RWM
+$3.75M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.51M

Sector Composition

1 Technology 9.22%
2 Healthcare 6.81%
3 Industrials 6.64%
4 Financials 5.76%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 0.87%
22,945
+85
27
$3.32M 0.85%
138,288
-7,807
28
$3.29M 0.84%
29,903
+12,321
29
$3.08M 0.79%
36,306
+1,482
30
$3.04M 0.78%
25,409
+989
31
$2.95M 0.76%
31,120
-18,556
32
$2.94M 0.75%
47,102
+5,904
33
$2.82M 0.72%
91,665
+33,057
34
$2.74M 0.7%
+28,805
35
$2.69M 0.69%
31,449
+12,524
36
$2.61M 0.67%
25,969
+4,508
37
$2.51M 0.65%
17,143
+587
38
$2.48M 0.64%
42,027
-28
39
$2.31M 0.59%
44,600
+8,760
40
$2.23M 0.57%
31,009
-31,773
41
$2.19M 0.56%
15,814
+1,553
42
$2.15M 0.55%
37,068
+9,403
43
$2.14M 0.55%
27,002
+4,251
44
$2.1M 0.54%
30,731
-7,136
45
$2.1M 0.54%
46,520
+33,953
46
$2.09M 0.54%
19,749
+1,477
47
$2.08M 0.53%
15,469
+1,448
48
$2.07M 0.53%
27,791
+10,664
49
$2.07M 0.53%
75,078
+8,968
50
$2.06M 0.53%
25,941
+11,392
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