DI

Diligent Investors Portfolio holdings

AUM $422M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.41M
2 +$1.13M
3 +$610K
4
POT
Potash Corp Of Saskatchewan
POT
+$571K
5
PHG icon
Philips
PHG
+$507K

Sector Composition

1 Financials 23.31%
2 Technology 13.55%
3 Healthcare 10.04%
4 Industrials 7.66%
5 Consumer Staples 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-18,529
177
-21,352