DI
Diligent Investors Portfolio holdings
AUM
$404M
1-Year Est. Return
17.85%
This Fund
S&P 500
1 Year Est. Return
+17.85%
AUM
$407M
AUM Growth
+$11M
(+2.8%)
Holding
356
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.18M | |
| 3 | +$1.17M | |
| 4 |
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
|
+$1.02M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$915K |
Top Sells
| 1 | +$732K | |
| 2 | +$690K | |
| 3 | +$666K | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$658K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$503K |
Sector Composition
| 1 | Technology | 14.69% |
| 2 | Financials | 10.75% |
| 3 | Communication Services | 4.79% |
| 4 | Industrials | 4.26% |
| 5 | Consumer Discretionary | 3.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
351
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.93B
| – | – |
-6,594
|
|
||
352
FT Vest US Equity Moderate Buffer ETF January
GJAN
$466M
| – | – |
-5,661
|
|
||
353
Hercules Capital
HTGC
$2.87B
| – | – |
-24,525
|
|
||
|
LAND
354
Gladstone Land Corp
LAND
$433M
| – | – |
-10,658
|
|
||
355
Marathon Petroleum
MPC
$66.6B
| – | – |
-1,123
|
|
||
356
Papa John's
PZZA
$1.21B
| – | – |
-5,115
|
|