DEM

Disciplined Equity Management Portfolio holdings

AUM $193M
1-Year Est. Return 14.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$82.9K
2
+$80.3K
3
+$48.7K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.83K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$973

Top Sells

1
+$29.4K
2
+$10.3K
3
+$9.63K
4
IRM icon
Iron Mountain
IRM
+$8.76K
5
SYK icon
Stryker
SYK
+$8.66K

Sector Composition

1 Financials 6.38%
2 Technology 3.76%
3 Communication Services 3.64%
4 Consumer Discretionary 2.97%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8K 0.01%
20
52
$7.7K 0.01%
210
53
$2.39K ﹤0.01%
20
1 2
3