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
176
$558K 0.14%
+39,464
177
$539K 0.14%
3,876
+97
178
$536K 0.14%
7,797
-42
179
$530K 0.14%
12,113
+358
180
$526K 0.14%
9,455
+2,356
181
$522K 0.13%
10,038
+2
182
$522K 0.13%
3,619
+262
183
$520K 0.13%
8,957
-8
184
$518K 0.13%
+29,367
185
$508K 0.13%
4,872
+1,103
186
$502K 0.13%
1,998
-332
187
$502K 0.13%
6,286
+573
188
$502K 0.13%
+11,014
189
$502K 0.13%
1,996
+749
190
$499K 0.13%
4,467
+398
191
$492K 0.13%
+38,167
192
$490K 0.13%
8,339
+1,085
193
$482K 0.12%
+7,148
194
$482K 0.12%
14,500
-500
195
$481K 0.12%
14,036
+4,650
196
$477K 0.12%
12,631
+23
197
$471K 0.12%
3,998
-5,362
198
$470K 0.12%
3,901
+31
199
$456K 0.12%
+21,921
200
$452K 0.12%
2,674
+274
6 7
8
9 10