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
651
$224K 0.02%
+11,478
652
$224K 0.02%
+3,321
653
$223K 0.02%
2,208
-1,633
654
$223K 0.02%
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655
$223K 0.02%
5,197
-199
656
$222K 0.02%
5,128
-774
657
$221K 0.02%
+2,093
658
$221K 0.02%
+2,034
659
$220K 0.02%
3,410
660
$220K 0.02%
+11,742
661
$219K 0.02%
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662
$219K 0.02%
4,337
-15,358
663
$218K 0.02%
5,184
+4
664
$217K 0.02%
+8,558
665
$217K 0.02%
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666
$216K 0.02%
+6,569
667
$215K 0.02%
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668
$215K 0.02%
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669
$214K 0.02%
11,068
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670
$214K 0.02%
+1,232
671
$213K 0.02%
+2,371
672
$213K 0.02%
2,876
-50
673
$209K 0.01%
+2,011
674
$208K 0.01%
+2,042
675
$208K 0.01%
7,105
25 26
27
28 29