DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.27M
3
+$6.89M
4
AAPL icon
Apple
AAPL
+$4.7M
5
SHW icon
Sherwin-Williams
SHW
+$4.65M

Top Sells

1
+$9.32M
2
+$5.82M
3
+$4.65M
4
RWM icon
ProShares Short Russell2000
RWM
+$3.75M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.51M

Sector Composition

1 Technology 9.22%
2 Healthcare 6.81%
3 Industrials 6.64%
4 Financials 5.76%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.44%
15,110
+5,475
77
$1.69M 0.43%
18,562
+10,144
78
$1.68M 0.43%
49,889
+20,007
79
$1.67M 0.43%
3,088
-102
80
$1.58M 0.41%
15,628
+10,864
81
$1.57M 0.4%
56,409
+1,915
82
$1.57M 0.4%
4,655
+222
83
$1.54M 0.39%
29,780
+6,700
84
$1.52M 0.39%
+43,023
85
$1.51M 0.39%
8,859
+5,484
86
$1.46M 0.38%
12,937
+5,450
87
$1.39M 0.36%
13,891
+2,227
88
$1.37M 0.35%
+30,727
89
$1.36M 0.35%
46,020
+11,540
90
$1.34M 0.34%
8,662
+220
91
$1.3M 0.33%
17,196
+6,725
92
$1.3M 0.33%
13,838
-361
93
$1.29M 0.33%
20,447
+3,724
94
$1.26M 0.32%
6,887
+342
95
$1.25M 0.32%
14,968
+718
96
$1.24M 0.32%
4,664
-17,525
97
$1.23M 0.31%
10,701
-80
98
$1.19M 0.31%
+34,590
99
$1.19M 0.31%
+16,021
100
$1.16M 0.3%
+20,479
2 3
4
5 6