DAS
Dynamic Advisor Solutions Portfolio holdings
AUM
$3.24B
1-Year Return
14.99%
This Quarter Return
+7.39%
1 Year Return
+14.99%
3 Year Return
+53.01%
5 Year Return
+86.89%
10 Year Return
+210.8%
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
99.95%
Top 10 Holdings %
Top 10 Hldgs %
19.88%
Holding
189
New
188
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$4.17M |
| 2 |
Alerian MLP ETF
AMLP
|
$3.81M |
| 3 |
Intel
INTC
|
$3.23M |
| 4 |
GE Aerospace
GE
|
$2.88M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 8.65% |
| 2 | Energy | 8.28% |
| 3 | Technology | 7.89% |
| 4 | Healthcare | 7.64% |
| 5 | Consumer Staples | 6.19% |
