DAS

Diversify Advisory Services Portfolio holdings

AUM $2.98B
1-Year Est. Return 30.72%
This Quarter Est. Return
1 Year Est. Return
+30.72%
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
+$11.8M
2
+$8.66M
3
+$6.14M
4
TSM icon
TSMC
TSM
+$5.86M
5
SOFI icon
SoFi Technologies
SOFI
+$5.53M

Top Sells

1
+$51.4M
2
+$50.2M
3
+$31.7M
4
META icon
Meta Platforms (Facebook)
META
+$17.1M
5
NVDA icon
NVIDIA
NVDA
+$14.9M

Sector Composition

1 Technology 23.4%
2 Communication Services 5.49%
3 Financials 5.28%
4 Consumer Discretionary 4%
5 Healthcare 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$230K 0.01%
+1,660
577
$230K 0.01%
6,004
-1,373
578
$229K 0.01%
11,533
579
$228K 0.01%
9,840
-5,084
580
$228K 0.01%
2,965
-4,405
581
$228K 0.01%
+3,341
582
$226K 0.01%
794
-38
583
$226K 0.01%
+2,888
584
$226K 0.01%
+1,630
585
$226K 0.01%
4,692
-1,339
586
$226K 0.01%
12,878
+689
587
$225K 0.01%
34,484
+8,035
588
$224K 0.01%
+4,798
589
$223K 0.01%
3,262
-65
590
$222K 0.01%
+3,676
591
$222K 0.01%
5,600
+1,545
592
$220K 0.01%
+476
593
$220K 0.01%
1,401
-136
594
$217K 0.01%
20,904
+1,006
595
$217K 0.01%
3,658
+37
596
$216K 0.01%
+1,176
597
$216K 0.01%
+6,609
598
$216K 0.01%
7,506
+362
599
$213K 0.01%
9,103
+82
600
$213K 0.01%
+467
22 23
24
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