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
551
$250K 0.02%
2,710
-476
552
$250K 0.02%
+4,436
553
$250K 0.02%
3,255
-1,212
554
$249K 0.02%
3,778
-18
555
$248K 0.02%
+1,387
556
$247K 0.02%
1,794
-218
557
$246K 0.02%
+43,489
558
$245K 0.02%
509
-51
559
$245K 0.02%
2,534
-5,052
560
$245K 0.02%
1,530
+384
561
$244K 0.02%
+1,551
562
$242K 0.02%
2,855
-1,259
563
$242K 0.02%
+15,321
564
$241K 0.02%
+6,885
565
$240K 0.02%
2,572
+123
566
$240K 0.02%
7,824
-2,668
567
$239K 0.01%
518
-1,262
568
$238K 0.01%
377
-67
569
$237K 0.01%
9,686
-6,000
570
$235K 0.01%
+4,586
571
$235K 0.01%
1,111
+164
572
$234K 0.01%
1,149
+47
573
$234K 0.01%
10,000
574
$233K 0.01%
6,732
575
$231K 0.01%
+18,000
21 22
23
24 25