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
$683K
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$578K
2 +$11.6K
3 +$6.7K
4
V icon
Visa
V
+$5.14K
5
CL icon
Colgate-Palmolive
CL
+$4.75K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 87.26%
2 Technology 3.25%
3 Consumer Staples 2.52%
4 Consumer Discretionary 1.49%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$578K 84.62%
+1,800
2
$11.6K 1.71%
+275,240
3
$6.7K 0.98%
+80,103
4
$5.14K 0.75%
+45,045
5
$4.75K 0.7%
+62,940
6
$4.32K 0.63%
+30,880
7
$4.25K 0.62%
+49,645
8
$3.87K 0.57%
+32,290
9
$3.07K 0.45%
+47,550
10
$2.9K 0.42%
+30,000
11
$2.41K 0.35%
+45,720
12
$2.4K 0.35%
+22,351
13
$2.39K 0.35%
+12,615
14
$2.38K 0.35%
+26,030
15
$2.2K 0.32%
+41,589
16
$2.12K 0.31%
+12,340
17
$2K 0.29%
+10,750
18
$1.89K 0.28%
+23,538
19
$1.76K 0.26%
+5,968
20
$1.75K 0.26%
+9,335
21
$1.67K 0.24%
+36,180
22
$1.58K 0.23%
+31,010
23
$1.58K 0.23%
+17,165
24
$1.51K 0.22%
+18,014
25
$1.43K 0.21%
+12,860