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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
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679
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682
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683
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684
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685
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686
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687
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-7,546
688
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-6,317
689
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-6,320
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