DAS

Diversify Advisory Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 24.05%
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$21.7M
3
+$15.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.1M
5
INDA icon
iShares MSCI India ETF
INDA
+$12.7M

Top Sells

1
+$34.5M
2
+$21.7M
3
+$20.7M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$19M
5
PINK icon
Simplify Health Care ETF
PINK
+$15.4M

Sector Composition

1 Technology 20.62%
2 Communication Services 6.06%
3 Financials 4.78%
4 Consumer Discretionary 4.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$433K 0.02%
13,070
-1,300
402
$430K 0.02%
4,064
-627
403
$429K 0.02%
1,931
-1,029
404
$424K 0.02%
1,172
-1,026
405
$421K 0.02%
+1,583
406
$420K 0.02%
25,133
-61
407
$419K 0.02%
+11,464
408
$417K 0.02%
9,947
-37
409
$416K 0.02%
2,613
+172
410
$413K 0.02%
3,428
+684
411
$412K 0.02%
1,576
-48
412
$409K 0.02%
+2,624
413
$407K 0.02%
1,840
-188
414
$407K 0.02%
16,397
-6,286
415
$403K 0.02%
7,748
-646
416
$403K 0.02%
26,891
417
$403K 0.02%
7,968
-2,522
418
$401K 0.02%
+12,539
419
$399K 0.02%
6,809
+456
420
$398K 0.02%
1,338
-388
421
$396K 0.02%
1,880
+58
422
$395K 0.02%
3,273
+10
423
$395K 0.02%
13,647
+45
424
$395K 0.02%
+4,003
425
$395K 0.02%
5,806
-2,356
15 16
17
18 19