DP
Divergent Planning Portfolio holdings
AUM
$338M
This Quarter Return
+3.17%
1 Year Return
+9.46%
3 Year Return
+33.96%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+7.4%)
Cap. Flow
+$8.13M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
97.32%
Holding
26
New
4
Increased
9
Reduced
6
Closed
–
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
$393K |
| 2 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
$74.6K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$29.7K |
| 4 |
Apple
AAPL
|
$26.2K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$7.27K |
Sector Composition
| 1 | Technology | 1.02% |
| 2 | Financials | 0.61% |
| 3 | Consumer Discretionary | 0.42% |
| 4 | Industrials | 0.15% |
| 5 | Energy | 0.14% |