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
-3,807
902
-16,286
903
-4,002
904
-3,628
905
-3,402
906
0
907
-12,379
908
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909
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910
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911
-11,563
912
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913
-14,758
914
-14,282
915
0
916
-7,447
917
-3,000
918
-36,666
919
-23,837
920
-804
921
-6,256
922
-5,439
923
-1,000
924
-10,000
925
-1,406