DAS
Diversify Advisory Services Portfolio holdings
AUM
$2.61B
1-Year Est. Return
24.05%
1 Year Est. Return
+24.05%
AUM
$1.6B
AUM Growth
-$212M
(-12%)
Holding
704
Top Buys
| 1 | +$11.8M | |
| 2 | +$8.66M | |
| 3 | +$6.14M | |
| 4 |
TSMC
TSM
|
+$5.86M |
| 5 |
SoFi Technologies
SOFI
|
+$5.53M |
Top Sells
| 1 | +$51.4M | |
| 2 | +$50.2M | |
| 3 | +$31.7M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$17.1M |
| 5 |
NVIDIA
NVDA
|
+$14.9M |
Sector Composition
| 1 | Technology | 23.4% |
| 2 | Communication Services | 5.49% |
| 3 | Financials | 5.28% |
| 4 | Consumer Discretionary | 4% |
| 5 | Healthcare | 3.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Whirlpool
WHR
$4.08B
| – | – |
-1,958
|
|
||
702
Williams-Sonoma
WSM
$22.9B
| – | – |
-1,863
|
|
||
703
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$165M
| – | – |
-5,446
|
|