DAS

Diversify Advisory Services Portfolio holdings

AUM $3.16B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.53%
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
+$8.96M
2
+$7.48M
3
+$6.92M
4
AVGO icon
Broadcom
AVGO
+$6.8M
5
AFRM icon
Affirm
AFRM
+$6.3M

Top Sells

1
+$53.3M
2
+$52M
3
+$33.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.9M
5
NVDA icon
NVIDIA
NVDA
+$17.3M

Sector Composition

1 Technology 22.7%
2 Financials 5.98%
3 Communication Services 5.49%
4 Consumer Discretionary 4%
5 Healthcare 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$319K 0.02%
16,898
+4,417
477
$316K 0.02%
38,380
+20,020
478
$316K 0.02%
2,818
-15
479
$316K 0.02%
5,075
-4,686
480
$315K 0.02%
1,868
+466
481
$313K 0.02%
3,362
+244
482
$312K 0.02%
2,860
+24
483
$312K 0.02%
518
+70
484
$312K 0.02%
+4,108
485
$311K 0.02%
10,316
486
$309K 0.02%
3,642
-94
487
$309K 0.02%
2,010
+319
488
$308K 0.02%
+3,769
489
$305K 0.02%
+1,534
490
$304K 0.02%
8,260
491
$304K 0.02%
3,705
+422
492
$304K 0.02%
+12,983
493
$303K 0.02%
+2,882
494
$303K 0.02%
7,572
495
$300K 0.02%
+1,806
496
$299K 0.02%
4,924
-4,251
497
$299K 0.02%
2,311
-4,232
498
$299K 0.02%
+3,151
499
$296K 0.02%
20,664
+4,365
500
$296K 0.02%
1,179
+270
18 19
20
21 22