DP

Divergent Planning Portfolio holdings

AUM $376M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$393K
2 +$74.6K
3 +$29.7K
4
AAPL icon
Apple
AAPL
+$26.2K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7.26K

Sector Composition

1 Technology 1.02%
2 Financials 0.61%
3 Consumer Discretionary 0.42%
4 Industrials 0.15%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$92.6K 0.05%
19,485
+5,753