DAM

Diamant Asset Management Portfolio holdings

AUM $131M
1-Year Est. Return 10.48%
This Quarter Est. Return
1 Year Est. Return
+10.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.5M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$562K
3 +$209K
4
IRM icon
Iron Mountain
IRM
+$17.7K
5
HD icon
Home Depot
HD
+$13.4K

Top Sells

1 +$588K
2 +$489K
3 +$277K
4
BPL
Buckeye Partners, L.P.
BPL
+$245K
5
EPD icon
Enterprise Products Partners
EPD
+$210K

Sector Composition

1 Technology 23.06%
2 Consumer Staples 17.06%
3 Industrials 14.59%
4 Consumer Discretionary 10.2%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.2%
1,950
77
-7,470
78
-8,450