D

Diversified Portfolio holdings

AUM $911M
1-Year Est. Return 31%
This Quarter Est. Return
1 Year Est. Return
+31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$8.63M
2 +$7.72M
3 +$4.78M
4
AAPL icon
Apple
AAPL
+$4.66M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.84%
2 Healthcare 2.84%
3 Communication Services 2.5%
4 Industrials 2.26%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$14K 0.01%
+150
277
$14K 0.01%
+74
278
$14K 0.01%
+758
279
$14K 0.01%
+532
280
$13K 0.01%
+101
281
$13K 0.01%
+82
282
$13K 0.01%
+241
283
$13K 0.01%
+460
284
$13K 0.01%
+435
285
$13K 0.01%
+187
286
$13K 0.01%
+723
287
$12K 0.01%
+45
288
$11K 0.01%
+894
289
$10K 0.01%
+118
290
$10K 0.01%
+302
291
$10K 0.01%
+181
292
$10K 0.01%
+290
293
$9K 0.01%
+107
294
$9K 0.01%
+57
295
$9K 0.01%
+69
296
$9K 0.01%
+435
297
$8K 0.01%
+273
298
$8K 0.01%
+116
299
$8K 0.01%
+613
300
$8K 0.01%
+135