DI
Diligent Investors Portfolio holdings
AUM
$422M
1-Year Return
15.63%
This Quarter Return
+5.3%
1 Year Return
+15.63%
3 Year Return
+56.28%
5 Year Return
+98.96%
10 Year Return
+238.62%
AUM
$98.1M
AUM Growth
–
Cap. Flow
+$98.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.68%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walt Disney
DIS
|
+$3.21M |
| 2 |
Visa
V
|
+$3.07M |
| 3 |
Apple
AAPL
|
+$3.05M |
| 4 |
Intel
INTC
|
+$2.7M |
| 5 |
Microsoft
MSFT
|
+$2.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.04% |
| 2 | Healthcare | 14.57% |
| 3 | Financials | 14.23% |
| 4 | Industrials | 10.74% |
| 5 | Consumer Staples | 8.9% |
