DI
Diligent Investors Portfolio holdings
AUM
$422M
1-Year Return
15.63%
This Quarter Return
+6.26%
1 Year Return
+15.63%
3 Year Return
+56.28%
5 Year Return
+98.96%
10 Year Return
+238.62%
AUM
$88.6M
AUM Growth
-$4.6M
(-4.9%)
Cap. Flow
-$4.73M
Cap. Flow
% of AUM
-5.34%
Top 10 Holdings %
Top 10 Hldgs %
28.22%
Holding
150
New
2
Increased
7
Reduced
69
Closed
12
Top Buys
| 1 |
Qualcomm
QCOM
|
$239K |
| 2 |
Apple
AAPL
|
$200K |
| 3 |
AFCO
American Farmland Company
AFCO
|
$182K |
| 4 |
LAND
Gladstone Land Corp
LAND
|
$171K |
| 5 |
Green Dot
GDOT
|
$156K |
Top Sells
| 1 |
WHLR
Wheeler Real Estate Investment Trust
WHLR
|
$752K |
| 2 |
Southwest Airlines
LUV
|
$488K |
| 3 |
Honda
HMC
|
$314K |
| 4 |
Southern Copper
SCCO
|
$305K |
| 5 |
CSC
Computer Sciences
CSC
|
$252K |
Sector Composition
| 1 | Technology | 17.09% |
| 2 | Financials | 14.76% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 10.3% |
| 5 | Consumer Staples | 8.87% |
