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DI
Disciplined Investments Portfolio holdings
AUM
$279M
1-Year Est. Return
18.21%
This Fund
S&P 500
1 Year Est. Return
+18.21%
AUM
$225M
AUM Growth
+$21.1M
(+10%)
Holding
508
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.13M | |
| 3 | +$974K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$688K |
| 5 |
Dimensional International Value ETF
DFIV
|
+$644K |
Top Sells
| 1 | +$619K | |
| 2 | +$219K | |
| 3 | +$174K | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$163K |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$148K |
Sector Composition
| 1 | Energy | 4.99% |
| 2 | Technology | 3.72% |
| 3 | Industrials | 2.74% |
| 4 | Consumer Staples | 1.37% |
| 5 | Healthcare | 0.91% |