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
$1.7B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$62.9M
2 +$58.6M
3 +$52.8M
4
AAPL icon
Apple
AAPL
+$50.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$48.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.85%
2 Financials 7.25%
3 Healthcare 5.63%
4 Communication Services 5.28%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$36.2K ﹤0.01%
+3
627
$36K ﹤0.01%
+465