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
$1.33B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.29M
3
+$6.18M
4
BND icon
Vanguard Total Bond Market
BND
+$4.3M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.16M

Top Sells

1
+$8.91M
2
+$8.83M
3
+$7.61M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.16M
5
CLOU icon
Global X Cloud Computing ETF
CLOU
+$4.07M

Sector Composition

1 Technology 10.28%
2 Financials 5.5%
3 Consumer Discretionary 5.22%
4 Communication Services 4.08%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$330K 0.02%
+1,422
552
$329K 0.02%
1,463
+15
553
$327K 0.02%
9,643
+3,288
554
$327K 0.02%
4,344
+28
555
$325K 0.02%
1,384
+373
556
$324K 0.02%
20,673
+7
557
$324K 0.02%
3,671
+29
558
$324K 0.02%
+6,429
559
$322K 0.02%
4,104
+710
560
$322K 0.02%
88,968
-2,450
561
$321K 0.02%
1,381
+40
562
$318K 0.02%
6,246
+1,376
563
$318K 0.02%
6,399
-566
564
$313K 0.02%
2,643
+10
565
$312K 0.02%
+3,906
566
$310K 0.02%
19,615
+6,630
567
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3,832
-14
568
$307K 0.02%
10,307
+2,499
569
$307K 0.02%
5,500
+1,024
570
$306K 0.02%
4,196
+470
571
$306K 0.02%
7,440
+1,010
572
$305K 0.02%
6,422
+1,270
573
$304K 0.02%
4,189
+670
574
$302K 0.02%
7,639
-5,433
575
$302K 0.02%
740
+75
21 22
23
24 25