Portfolio (Quarterly)
Guide ↗
Dynamic Advisor Solutions LLC
· CIK 0001599747| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SCHZ | SCHWAB STRATEGIC TR | — | 11,803 | $276K | 0.01% | SOLD |
| 42 | XLG | INVESCO EXCHANGE TRADED FD T | — | 4,568 | $271K | 0.01% | SOLD |
| 43 | ORI | OLD REP INTL CORP | Financial Services | 5,744 | $262K | 0.01% | SOLD |
| 44 | WDAY | WORKDAY INC | Technology | 1,217 | $261K | 0.01% | SOLD |
| 45 | FSLR | FIRST SOLAR INC | Energy | 974 | $254K | 0.01% | SOLD |
| 46 | DVA | DAVITA INC | Healthcare | 2,228 | $253K | 0.01% | SOLD |
| 47 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,378 | $251K | 0.01% | SOLD |
| 48 | VONG | VANGUARD SCOTTSDALE FDS | — | 2,042 | $249K | 0.01% | SOLD |
| 49 | IUSG | ISHARES TR | — | 1,395 | $234K | 0.01% | SOLD |
| 50 | HYD | VANECK ETF TRUST | — | 4,554 | $233K | 0.01% | SOLD |
| 51 | KR | KROGER CO | Consumer Defensive | 3,694 | $231K | 0.01% | SOLD |
| 52 | — | ANNALY CAPITAL MANAGEMENT IN | — | 10,257 | $229K | 0.01% | SOLD |
| 53 | DDS | DILLARDS INC | Consumer Cyclical | 378 | $229K | 0.01% | SOLD |
| 54 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,725 | $225K | 0.01% | SOLD |
| 55 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,482 | $224K | 0.01% | SOLD |
| 56 | SONY | SONY GROUP CORP | Technology | 8,748 | $224K | 0.01% | SOLD |
| 57 | BDX | BECTON DICKINSON & CO | Healthcare | 1,098 | $213K | 0.01% | SOLD |
| 58 | PPL | PPL CORP | Utilities | 6,033 | $211K | 0.01% | SOLD |
| 59 | ETHT | PROSHARES TR | — | 5,586 | $210K | 0.01% | SOLD |
| 60 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,339 | $204K | 0.01% | SOLD |
Sector Allocation
Technology
31.0%
Financial Services
19.0%
Industrials
9.3%
Consumer Cyclical
9.1%
Healthcare
7.8%
Communication Services
6.3%
Consumer Defensive
5.4%
Energy
4.1%
Utilities
3.7%
Real Estate
2.2%