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
$166M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.01M
3
+$2.76M
4
EPD icon
Enterprise Products Partners
EPD
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.54M

Top Sells

1
+$3.49M
2
+$2.48M
3
+$1.78M
4
HE icon
Hawaiian Electric Industries
HE
+$1.64M
5
GEO icon
The GEO Group
GEO
+$1.51M

Sector Composition

1 Energy 12.65%
2 Communication Services 6.87%
3 Consumer Staples 5.94%
4 Healthcare 5.75%
5 Utilities 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
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