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
$207M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.91%
2 Consumer Discretionary 0.51%
3 Financials 0.51%
4 Energy 0.49%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$70.7K 0.03%
115,386