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
526
$272K 0.02%
16,469
527
$271K 0.02%
886
+98
528
$271K 0.02%
8,023
-147
529
$270K 0.02%
1,913
+233
530
$269K 0.02%
6,993
+862
531
$269K 0.02%
9,295
532
$269K 0.02%
2,073
-4,309
533
$266K 0.02%
+1,164
534
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4,826
+1,440
535
$265K 0.02%
1,065
-233
536
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+1,094
537
$264K 0.02%
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538
$264K 0.02%
571
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539
$263K 0.02%
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540
$263K 0.02%
+10,740
541
$261K 0.02%
1,302
-1,554
542
$259K 0.02%
2,453
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543
$258K 0.02%
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544
$257K 0.02%
7,126
-11,518
545
$256K 0.02%
808
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546
$256K 0.02%
+7,279
547
$254K 0.02%
+1,638
548
$252K 0.02%
1,114
-1,400
549
$251K 0.02%
+3,430
550
$251K 0.02%
907
-17
20 21
22
23 24