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
$186M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$860K
2 +$744K
3 +$433K
4
BND icon
Vanguard Total Bond Market
BND
+$421K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$19.1K

Sector Composition

1 Technology 1%
2 Consumer Discretionary 0.46%
3 Financials 0.39%
4 Energy 0.15%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-20,449
27
-5,797