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

Top Buys

1 +$66M
2 +$65.9M
3 +$58.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$50M
5
AAPL icon
Apple
AAPL
+$47.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.08%
2 Financials 7.04%
3 Healthcare 5.63%
4 Communication Services 5.26%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$36.2K ﹤0.01%
+11
627
$36K ﹤0.01%
+16,280