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
$1.3B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.08M
3
+$6.6M
4
RWM icon
ProShares Short Russell2000
RWM
+$5.37M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.66M

Top Sells

1
+$11.3M
2
+$11.2M
3
+$9.66M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.17M
5
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$4.81M

Sector Composition

1 Technology 9.8%
2 Financials 4.42%
3 Consumer Discretionary 4.34%
4 Healthcare 3.76%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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777
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779
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780
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781
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-80,864
782
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-20,470
783
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-4,092
784
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785
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786
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787
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-4,475
788
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-1,195
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