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
301
$8K 0.01%
+135
302
$8K 0.01%
+100
303
$8K 0.01%
+971
304
$7K 0.01%
+195
305
$7K 0.01%
+872
306
$7K 0.01%
+38
307
$7K 0.01%
+226
308
$7K 0.01%
+45
309
$6K 0.01%
+197
310
$6K 0.01%
+105
311
$6K 0.01%
+300
312
$6K 0.01%
+250
313
$6K 0.01%
+415
314
$5K ﹤0.01%
+41
315
$5K ﹤0.01%
+564
316
$5K ﹤0.01%
+197
317
$5K ﹤0.01%
+138
318
$5K ﹤0.01%
+185
319
$5K ﹤0.01%
+176
320
$5K ﹤0.01%
+99
321
$4K ﹤0.01%
+618
322
$4K ﹤0.01%
+36
323
$4K ﹤0.01%
+49
324
$4K ﹤0.01%
+110
325
$4K ﹤0.01%
+396