DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
This Quarter Return
+1.94%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$644M
AUM Growth
+$644M
(+3.5%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
17.05%
Holding
543
New
42
Increased
263
Reduced
183
Closed
27
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$7.2M |
| 2 |
HNW
Pioneer Diversified High Income Fund
HNW
|
$4.07M |
| 3 |
SPDR Gold Trust
GLD
|
$2.07M |
| 4 |
iShares Gold Trust
IAU
|
$2M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.88M |
Top Sells
Sector Composition
| 1 | Technology | 7.95% |
| 2 | Financials | 5.97% |
| 3 | Industrials | 4.7% |
| 4 | Healthcare | 4.51% |
| 5 | Consumer Staples | 4.46% |
