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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
$1.82B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Sells

1 +$24M
2 +$21.6M
3 +$18.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$16.6M
5
SCHW
Charles Schwab
SCHW
+$12.9M

Sector Composition

1 Technology 19.92%
2 Communication Services 5.91%
3 Consumer Discretionary 5.41%
4 Financials 4.94%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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723
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