DI

Diligent Investors Portfolio holdings

AUM $404M
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$589K
3 +$535K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$471K
5
GDOT icon
Green Dot
GDOT
+$407K

Sector Composition

1 Financials 16.07%
2 Technology 14.79%
3 Healthcare 8.12%
4 Industrials 7.54%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,219