DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.12B
1-Year Est. Return 17.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$5.06M
3 +$3.35M
4
QCOM icon
Qualcomm
QCOM
+$3.1M
5
KSS icon
Kohl's
KSS
+$2.02M

Top Sells

1 +$14.1M
2 +$3.54M
3 +$3.24M
4
ETN icon
Eaton
ETN
+$3.06M
5
DLR icon
Digital Realty Trust
DLR
+$2.25M

Sector Composition

1 Communication Services 10.96%
2 Industrials 8.28%
3 Consumer Staples 7.76%
4 Technology 7.17%
5 Real Estate 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,768
202
0
203
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204
-24,046
205
-1,822
206
-21,651
207
-8,057
208
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-13,650
210
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211
-5,416
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-7,884
214
-25,900