DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
1-Year Return
14.99%
This Quarter Return
+17.48%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$740M
AUM Growth
+$194M
(+36%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
14.52%
Top 10 Holdings %
Top 10 Hldgs %
19.85%
Holding
574
New
101
Increased
267
Reduced
131
Closed
36
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$17.9M |
| 2 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$4.81M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$4.6M |
| 4 |
ProShares Short Russell2000
RWM
|
$2.26M |
| 5 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$2.2M |
Sector Composition
| 1 | Technology | 9.85% |
| 2 | Healthcare | 5.47% |
| 3 | Financials | 4.97% |
| 4 | Consumer Discretionary | 4.09% |
| 5 | Consumer Staples | 3.95% |
