DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
1-Year Return
14.99%
This Quarter Return
-4.42%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$1.31B
AUM Growth
+$9.56M
(+0.73%)
Cap. Flow
+$73.2M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
21.32%
Holding
744
New
44
Increased
389
Reduced
226
Closed
62
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$13.6M |
| 2 |
ProShares Short QQQ
PSQ
|
$11.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
$11M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.94M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$9.03M |
Top Sells
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Consumer Discretionary | 4.42% |
| 3 | Financials | 4.16% |
| 4 | Healthcare | 3.59% |
| 5 | Consumer Staples | 2.76% |
