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
$390M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.27M
3
+$6.89M
4
AAPL icon
Apple
AAPL
+$4.7M
5
SHW icon
Sherwin-Williams
SHW
+$4.65M

Top Sells

1
+$9.32M
2
+$5.82M
3
+$4.65M
4
RWM icon
ProShares Short Russell2000
RWM
+$3.75M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.51M

Sector Composition

1 Technology 9.22%
2 Healthcare 6.81%
3 Industrials 6.64%
4 Financials 5.76%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.52%
44,355
+9
52
$1.99M 0.51%
9,941
+678
53
$1.98M 0.51%
50,386
+2,742
54
$1.98M 0.51%
42,194
+1,441
55
$1.96M 0.5%
19,336
+13,968
56
$1.94M 0.5%
12,640
+2,134
57
$1.93M 0.5%
11,042
+2,524
58
$1.89M 0.49%
32,086
-1,722
59
$1.88M 0.48%
100,827
-104,097
60
$1.87M 0.48%
35,094
+1,480
61
$1.86M 0.48%
49,555
+9,135
62
$1.86M 0.48%
21,835
+831
63
$1.85M 0.47%
100,449
+80,016
64
$1.83M 0.47%
8,485
+579
65
$1.83M 0.47%
37,876
+14,705
66
$1.8M 0.46%
34,394
+9,805
67
$1.77M 0.46%
29,434
+2,469
68
$1.77M 0.45%
48,684
-1,325
69
$1.75M 0.45%
11,316
+736
70
$1.74M 0.45%
+28,020
71
$1.74M 0.45%
5,299
+1,739
72
$1.74M 0.45%
61,400
+5,639
73
$1.73M 0.44%
28,824
+3,557
74
$1.73M 0.44%
32,164
+27,070
75
$1.72M 0.44%
+38,945
1 2
3
4 5