DAS

Diversify Advisory Services Portfolio holdings

AUM $1.6B
AUM
$1.6B
AUM Growth
-$212M
Cap. Flow
-$104M
Cap. Flow %
-6.47%
Top 10 Hldgs %
37.72%
Holding
704
New
93
Increased
275
Reduced
236
Closed
73

Sector Composition

1Technology23.69%
2Financials5.28%
3Communication Services5.21%
4Consumer Discretionary4%
5Healthcare3.5%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-11,648
Closed
$00%0
-15,931
Closed
$00%0
-4,864
Closed