DGI

Disciplined Growth Investors Portfolio holdings

AUM $5.23B
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30.6M
3
+$27.1M
4
ALGN icon
Align Technology
ALGN
+$21.4M
5
UAA icon
Under Armour
UAA
+$16.4M

Top Sells

1
+$73.6M
2
+$47.8M
3
+$27.1M
4
TJX icon
TJX Companies
TJX
+$19.3M
5
INTU icon
Intuit
INTU
+$12.5M

Sector Composition

1 Technology 52.88%
2 Consumer Discretionary 15.39%
3 Industrials 13.61%
4 Energy 9.28%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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