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
451
$366K 0.02%
21,729
+1,978
452
$365K 0.02%
19,859
+9,693
453
$364K 0.02%
6,208
-186
454
$364K 0.02%
4,517
-750
455
$363K 0.02%
7,743
-769
456
$357K 0.02%
25,931
-1,505,578
457
$356K 0.02%
4,500
458
$355K 0.02%
1,852
-73
459
$354K 0.02%
7,843
+322
460
$354K 0.02%
528
-218
461
$354K 0.02%
11,778
+381
462
$351K 0.02%
558
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463
$347K 0.02%
4,786
-1,751
464
$345K 0.02%
4,638
-75
465
$344K 0.02%
1,150
+3
466
$344K 0.02%
2,070
-43
467
$344K 0.02%
11,295
468
$344K 0.02%
96,070
+74,650
469
$343K 0.02%
6,582
-1,725
470
$343K 0.02%
11,151
+859
471
$342K 0.02%
13,470
+100
472
$339K 0.02%
+3,870
473
$339K 0.02%
13,610
+2,457
474
$339K 0.02%
2,571
+38
475
$335K 0.02%
3,227
+217
17 18
19
20 21