DI
Diligent Investors Portfolio holdings
AUM
$422M
1-Year Return
15.63%
This Quarter Return
+7.84%
1 Year Return
+15.63%
3 Year Return
+56.28%
5 Year Return
+98.96%
10 Year Return
+238.62%
AUM
$221M
AUM Growth
+$16.5M
(+8%)
Cap. Flow
+$1.96M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
227
New
12
Increased
54
Reduced
112
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 16.08% |
| 2 | Financials | 15.75% |
| 3 | Healthcare | 8.26% |
| 4 | Industrials | 7.25% |
| 5 | Consumer Staples | 5.77% |