DAS

Diversify Advisory Services Portfolio holdings

AUM $2.98B
1-Year Est. Return 30.72%
This Quarter Est. Return
1 Year Est. Return
+30.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.66M
3
+$6.14M
4
TSM icon
TSMC
TSM
+$5.86M
5
SOFI icon
SoFi Technologies
SOFI
+$5.53M

Top Sells

1
+$51.4M
2
+$50.2M
3
+$31.7M
4
META icon
Meta Platforms (Facebook)
META
+$17.1M
5
NVDA icon
NVIDIA
NVDA
+$14.9M

Sector Composition

1 Technology 23.4%
2 Communication Services 5.49%
3 Financials 5.28%
4 Consumer Discretionary 4%
5 Healthcare 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$453K 0.03%
5,004
-1,295
377
$452K 0.03%
+8,411
378
$451K 0.03%
11,116
+2,811
379
$450K 0.03%
999
+24
380
$447K 0.03%
14,354
+1,745
381
$447K 0.03%
4,093
+38
382
$447K 0.03%
5,432
+1,276
383
$446K 0.03%
1,280
+559
384
$443K 0.03%
17,223
+1,485
385
$442K 0.03%
3,636
-106
386
$442K 0.03%
38,069
387
$439K 0.03%
3,173
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388
$439K 0.03%
+20,545
389
$430K 0.03%
+874
390
$430K 0.03%
+9,171
391
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+2,804
392
$429K 0.03%
+11,152
393
$428K 0.03%
5,819
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394
$426K 0.03%
3,907
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395
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9,751
-2,220
396
$423K 0.03%
733
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397
$421K 0.03%
+3,617
398
$419K 0.03%
15,481
-2,922
399
$416K 0.03%
13,623
+1,428
400
$415K 0.03%
16,564
-1,047
14 15
16
17 18