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
401
$410K 0.03%
5,331
-469
402
$406K 0.03%
441
-149
403
$403K 0.03%
+2,025
404
$402K 0.03%
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405
$400K 0.03%
3,789
+776
406
$399K 0.02%
1,356
+161
407
$398K 0.02%
10,625
-4,800
408
$396K 0.02%
9,811
409
$395K 0.02%
1,836
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410
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2,619
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411
$391K 0.02%
9,720
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412
$389K 0.02%
1,624
-96
413
$388K 0.02%
4,416
+93
414
$388K 0.02%
4,014
+438
415
$387K 0.02%
1,332
-2,354
416
$385K 0.02%
1,265
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417
$382K 0.02%
5,487
-2,681
418
$382K 0.02%
+5,404
419
$378K 0.02%
9,824
420
$378K 0.02%
16,247
-9,442
421
$378K 0.02%
3,419
+596
422
$377K 0.02%
3,622
+1,109
423
$377K 0.02%
6,202
+377
424
$377K 0.02%
1,734
+458
425
$376K 0.02%
1,331
+259
15 16
17
18 19