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
$2.96B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.07M
3
+$6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.23M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$3.79M

Top Sells

1
+$9.37M
2
+$4.79M
3
+$3.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.6M
5
CCI icon
Crown Castle
CCI
+$2.28M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.49%
3 Financials 4.2%
4 Consumer Discretionary 3.64%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$413K 0.01%
+8,132
652
$412K 0.01%
1,667
-762
653
$411K 0.01%
4,524
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12,544
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4,302
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$407K 0.01%
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29,128
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661
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662
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6,614
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663
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1,529
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670
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671
$390K 0.01%
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672
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5,493
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$389K 0.01%
28,191
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674
$389K 0.01%
9,363
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675
$388K 0.01%
13,026
-1,485
25 26
27
28 29