We are live on ! Find out more
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
$1.6B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$7.48M
3
+$6.92M
4
AVGO icon
Broadcom
AVGO
+$6.8M
5
AFRM icon
Affirm
AFRM
+$6.3M

Top Sells

1
+$53.3M
2
+$52M
3
+$33.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.9M
5
NVDA icon
NVIDIA
NVDA
+$17.3M

Sector Composition

1 Technology 22.7%
2 Financials 5.98%
3 Communication Services 5.49%
4 Consumer Discretionary 4%
5 Healthcare 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$104K 0.01%
20,577
627
$91.8K 0.01%
10,120
-1,806
628
$85.4K 0.01%
10,301
629
$26K ﹤0.01%
10,100
630
$7.11K ﹤0.01%
406
631
– –
-7,055
632
– –
-17,775
633
– –
-180
634
– –
-9,602
635
– –
-6,794
636
– –
-2,657
637
– –
-10,046
638
– –
-3,000
639
– –
-4,951
640
– –
-2,238
641
– –
-1,241
642
– –
-2,637
643
– –
-1,789
644
– –
-1,191
645
– –
-15,425
646
– –
-2,197
647
– –
-5,785
648
– –
-9,086
649
– –
-6,240
650
– –
-503
24 25
26
27 28