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
$101M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$226K
2 +$220K
3 +$136K
4
PAA icon
Plains All American Pipeline
PAA
+$124K
5
PSX icon
Phillips 66
PSX
+$122K

Top Sells

1 +$730K
2 +$538K
3 +$499K
4
LOW icon
Lowe's Companies
LOW
+$359K
5
COP icon
ConocoPhillips
COP
+$313K

Sector Composition

1 Technology 23.2%
2 Consumer Staples 17.38%
3 Industrials 14.39%
4 Financials 10.37%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,650
77
-3,280
78
-8,725
79
-3,700