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DAS

Diversify Advisory Services Portfolio holdings

AUM $655M
1-Year Est. Return 24.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.67%
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
+$30.4M
2
+$27.7M
3
+$21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.3M
5
META icon
Meta Platforms (Facebook)
META
+$14M

Top Sells

1
+$32.9M
2
+$20.8M
3
+$20.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$17.3M
5
PINK icon
Simplify Health Care ETF
PINK
+$15.4M

Sector Composition

1 Technology 20.36%
2 Communication Services 6.06%
3 Financials 5.04%
4 Consumer Discretionary 4.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$28.3K ﹤0.01%
+1,142
627
$28K ﹤0.01%
14,874
628
$15.2K ﹤0.01%
387
-28
629
$8.05K ﹤0.01%
283
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630
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0
631
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632
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633
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636
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637
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638
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640
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24 25
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