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

Top Buys

1
+$11M
2
+$6.58M
3
+$6.04M
4
BND icon
Vanguard Total Bond Market
BND
+$4.35M
5
AMZN icon
Amazon
AMZN
+$3.24M

Top Sells

1
+$9.11M
2
+$8.92M
3
+$7.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.28M
5
CLOU icon
Global X Cloud Computing ETF
CLOU
+$4.1M

Sector Composition

1 Technology 10.21%
2 Financials 5.56%
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
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655
$230K 0.02%
2,803
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656
$229K 0.02%
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-8
657
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+4,772
658
$228K 0.02%
4,015
-4,343
659
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+1,857
660
$227K 0.02%
2,037
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661
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2,285
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662
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663
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2,827
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665
$223K 0.02%
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666
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667
$221K 0.02%
8,271
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669
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670
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3,495
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$218K 0.02%
5,103
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672
$217K 0.02%
2,926
673
$216K 0.02%
4,316
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674
$216K 0.02%
2,138
-862
675
$215K 0.02%
3,782
-47
25 26
27
28 29