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
$251M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$14M
2 +$212K
3 +$60.4K
4
VT icon
Vanguard Total World Stock ETF
VT
+$48.2K
5
AMZN icon
Amazon
AMZN
+$30.8K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.54%
3 Financials 0.36%
4 Healthcare 0.12%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$290K 0.12%
622
27
$211K 0.08%
875
-250
28
$77K 0.03%
12,030
29
-9,338