DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.17B
1-Year Est. Return 18.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.24B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Sells

1 +$24.7M
2 +$18.6M
3 +$16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.68M
5
ACN icon
Accenture
ACN
+$4.17M

Sector Composition

1 Technology 11.97%
2 Financials 5.06%
3 Consumer Discretionary 3.61%
4 Industrials 3.41%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-30,707
902
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903
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904
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905
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906
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907
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908
0
909
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910
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911
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912
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913
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914
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915
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916
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917
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918
-3,000
919
-36,666
920
-23,837
921
-804
922
-6,256
923
-5,439
924
-1,000
925
-10,000