Dynamic Financial Group - Portfolio overview

Dynamic Financial Group has 72 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Industrials.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 35.71%
2. JAAA - JANUS DETROIT STR TR, 16.72%
3. IWF - ISHARES TR, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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