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
576
$228K 0.01%
2,079
-2,173
577
$226K 0.01%
2,237
578
$226K 0.01%
+8,674
579
$225K 0.01%
+5,370
580
$222K 0.01%
3,761
-1,153
581
$221K 0.01%
6,732
582
$221K 0.01%
+3,138
583
$220K 0.01%
+748
584
$220K 0.01%
5,177
-85
585
$218K 0.01%
+6,110
586
$218K 0.01%
3,360
-190
587
$217K 0.01%
+17,027
588
$217K 0.01%
+917
589
$217K 0.01%
556
-370
590
$214K 0.01%
+26,700
591
$214K 0.01%
2,482
-2,177
592
$212K 0.01%
+793
593
$210K 0.01%
17,052
+4,867
594
$210K 0.01%
801
-2,314
595
$210K 0.01%
+1,547
596
$209K 0.01%
+3,008
597
$209K 0.01%
+1,449
598
$206K 0.01%
+1,940
599
$204K 0.01%
+5,861
600
$204K 0.01%
16,102
-4,368
22 23
24
25 26