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
$1.4B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.46M
3
+$5.22M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.82M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.23M

Top Sells

1
+$6.55M
2
+$4.33M
3
+$3.99M
4
ALTA
Altabancorp
ALTA
+$3.42M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.16M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 5.97%
3 Financials 5.1%
4 Communication Services 3.83%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$315K 0.02%
5,710
-605
552
$314K 0.02%
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-388
553
$313K 0.02%
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556
$306K 0.02%
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557
$306K 0.02%
9,952
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558
$304K 0.02%
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$301K 0.02%
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$300K 0.02%
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561
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562
$300K 0.02%
83,609
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563
$300K 0.02%
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565
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570
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571
$292K 0.02%
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572
$291K 0.02%
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573
$289K 0.02%
3,575
-6,358
574
$289K 0.02%
5,464
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575
$288K 0.02%
+11,099
21 22
23
24 25