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
$1.33B
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
726
$81K 0.01%
2,230
+100
727
$80K 0.01%
14,130
-8,354
728
$39K ﹤0.01%
10,000
729
$35K ﹤0.01%
10,000
730
$32K ﹤0.01%
66
-29
731
$30K ﹤0.01%
463
+50
732
$20K ﹤0.01%
1
733
$9K ﹤0.01%
500
734
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31 32