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
$1.46B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.61M
3
+$7.34M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.68M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.06M

Top Sells

1
+$5.43M
2
+$3.83M
3
+$3.3M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.97M
5
SJB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$438K 0.03%
1,791
+100
477
$436K 0.03%
9,261
+42
478
$434K 0.03%
8,889
-169
479
$434K 0.03%
30,530
+3,969
480
$433K 0.03%
10,277
+49
481
$432K 0.03%
10,493
+1,250
482
$431K 0.03%
66,508
+1,368
483
$430K 0.03%
1,905
-389
484
$426K 0.03%
909
-48
485
$426K 0.03%
25,253
-3,888
486
$425K 0.03%
3,073
-8
487
$425K 0.03%
7,462
-425
488
$423K 0.03%
2,898
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489
$422K 0.03%
4,502
+411
490
$422K 0.03%
1,034
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491
$420K 0.03%
6,851
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492
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9,080
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493
$416K 0.03%
7,274
+1,542
494
$412K 0.03%
4,337
-1,753
495
$411K 0.03%
10,621
-490
496
$408K 0.03%
2,920
+39
497
$399K 0.03%
1,634
+485
498
$398K 0.03%
2,311
-1,616
499
$395K 0.03%
2,501
+517
500
$394K 0.03%
8,712
+598
18 19
20
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