Advisory Services & Investments, LLC

**Advisory Services & Investments, LLC** manages $147M across a diversified portfolio of 40 holdings. The strategy exhibits a notable concentration in specific thematic and sector-focused names, highlighted by the top five positions totaling over $62M. Key allocations include a significant $20.8M in DFIC and $16.0M in VO, alongside substantial exposure to DFAS ($12.3M) and VOO ($12.0M). This structure suggests a focused, conviction-driven approach targeting specific market segments.

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