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
651
$235K 0.02%
+9,572
652
$234K 0.02%
9,603
+34
653
$234K 0.02%
1,852
+18
654
$231K 0.02%
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655
$230K 0.02%
2,803
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656
$229K 0.02%
1,715
-8
657
$229K 0.02%
+4,772
658
$228K 0.02%
+1,857
659
$228K 0.02%
4,015
-4,343
660
$227K 0.02%
2,037
+9
661
$227K 0.02%
2,285
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662
$226K 0.02%
+9,308
663
$226K 0.02%
2,827
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664
$224K 0.02%
+7,188
665
$223K 0.02%
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666
$223K 0.02%
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667
$221K 0.02%
8,271
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668
$221K 0.02%
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669
$219K 0.02%
2,569
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670
$218K 0.02%
3,495
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671
$218K 0.02%
5,103
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672
$217K 0.02%
2,926
673
$216K 0.02%
4,316
+32
674
$216K 0.02%
2,138
-862
675
$215K 0.02%
3,782
-47
25 26
27
28 29