DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.17B
1-Year Est. Return 18.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$881M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.82M
3
+$3.81M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.75M
5
RWM icon
ProShares Short Russell2000
RWM
+$3.43M

Top Sells

1
+$4.84M
2
+$3.65M
3
+$3.03M
4
TDOC icon
Teladoc Health
TDOC
+$1.59M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.48M

Sector Composition

1 Technology 10.32%
2 Healthcare 4.85%
3 Consumer Discretionary 4.6%
4 Financials 4.26%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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618
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