DI
Diligent Investors Portfolio holdings
AUM
$422M
1-Year Return
15.63%
This Quarter Return
+6.14%
1 Year Return
+15.63%
3 Year Return
+56.28%
5 Year Return
+98.96%
10 Year Return
+238.62%
AUM
$431M
AUM Growth
+$27.2M
(+6.7%)
Cap. Flow
+$5.66M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
26.48%
Holding
362
New
25
Increased
113
Reduced
125
Closed
10
Top Buys
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$1.11M |
| 2 |
Innovator US Equity Buffer ETF October
BOCT
|
$723K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$445K |
| 4 |
S&P Global
SPGI
|
$408K |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$348K |
Sector Composition
| 1 | Technology | 16.72% |
| 2 | Financials | 9.9% |
| 3 | Industrials | 5.06% |
| 4 | Healthcare | 4.79% |
| 5 | Consumer Staples | 4.71% |
