PAS

Partnervest Advisory Services Portfolio holdings

AUM $315M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.26M
3
+$2.08M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.04M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.71M

Top Sells

1
+$3.93M
2
+$3.64M
3
+$2.25M
4
VEGA icon
AdvisorShares STAR Global Buy-Write ETF
VEGA
+$1.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 6.53%
2 Materials 3.66%
3 Financials 3.03%
4 Consumer Staples 2.09%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
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