DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.12B
1-Year Est. Return 17.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.21%
2 Consumer Discretionary 4.42%
3 Financials 4.16%
4 Healthcare 3.59%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$17K ﹤0.01%
337
677
$5K ﹤0.01%
1
678
$3K ﹤0.01%
500
679
$3K ﹤0.01%
+275
680
-3,240
681
-2,600
682
-35,882
683
-1,456
684
-10,036
685
-9,369
686
-733
687
-1,555
688
-12,278
689
-173,882
690
-2,656
691
-7,133
692
-9,558
693
-3,062
694
-8,624
695
-2,911
696
-3,825
697
0
698
-7,590
699
-3,924
700
-12,261