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
$1.33B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.29M
3
+$6.18M
4
BND icon
Vanguard Total Bond Market
BND
+$4.3M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.16M

Top Sells

1
+$8.91M
2
+$8.83M
3
+$7.61M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.16M
5
CLOU icon
Global X Cloud Computing ETF
CLOU
+$4.07M

Sector Composition

1 Technology 10.28%
2 Financials 5.5%
3 Consumer Discretionary 5.22%
4 Communication Services 4.08%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.88M 0.29%
60,102
+17,667
77
$3.87M 0.29%
45,618
+3,610
78
$3.85M 0.29%
76,312
+7,820
79
$3.85M 0.29%
13,275
-698
80
$3.85M 0.29%
150,400
+894
81
$3.75M 0.28%
166,518
-7,545
82
$3.73M 0.28%
24,441
+2,284
83
$3.67M 0.28%
70,039
-246
84
$3.58M 0.27%
14,936
+5,489
85
$3.51M 0.26%
35,608
+8,725
86
$3.43M 0.26%
22,808
+253
87
$3.42M 0.26%
77,521
-2,200
88
$3.41M 0.26%
9,812
+516
89
$3.4M 0.26%
108,674
+36,982
90
$3.4M 0.26%
34,699
+17,162
91
$3.24M 0.24%
59,494
-27,115
92
$3.23M 0.24%
63,304
+20,798
93
$3.21M 0.24%
38,967
+20,004
94
$3.18M 0.24%
22,742
+708
95
$3.17M 0.24%
56,731
+3,953
96
$3.16M 0.24%
+189,666
97
$3.16M 0.24%
24,752
+1,587
98
$3.12M 0.23%
52,357
+15,506
99
$3.12M 0.23%
120,049
+17,672
100
$3.11M 0.23%
94,235
+3,901
2 3
4
5 6