Portfolio (Quarterly)
Guide ↗
Dynamic Advisor Solutions LLC
· CIK 0001599747| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | GTLB | GITLAB INC | Technology | 5,334 | $200K | 0.01% | SOLD |
| 62 | CIFR | CIPHER MINING INC | Financial Services | 12,282 | $181K | 0.01% | SOLD |
| 63 | FNGD | BANK MONTREAL MEDIUM | Financial Services | 34,077 | $180K | 0.01% | SOLD |
| 64 | GBAB | GUGGENHEIM TAXABLE MUNICP BO | Financial Services | 11,244 | $168K | 0.01% | SOLD |
| 65 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 10,179 | $146K | 0.01% | SOLD |
| 66 | RCAT | RED CAT HLDGS INC | Technology | 12,472 | $99K | 0.00% | SOLD |
| 67 | EVH | EVOLENT HEALTH INC | Healthcare | 12,037 | $48K | 0.00% | SOLD |
| 68 | — | STRIVE INC | — | 41,643 | $31K | 0.00% | SOLD |
| 69 | — | SEASTAR MEDICAL HOLDING CORP | — | 29,278 | $7K | — | SOLD |
| 70 | — | IMMUNIC INC | — | 10,000 | $5K | — | SOLD |
| 71 | PRTS | CARPARTS COM INC | Consumer Cyclical | 10,488 | $5K | — | 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%