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DI

Disciplined Investments Portfolio holdings

AUM $279M
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.72M
3
+$1.56M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.43M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.35M

Top Sells

1
+$1.43M
2
+$886K
3
+$812K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$454K

Sector Composition

1 Energy 6.66%
2 Technology 3.59%
3 Industrials 2.99%
4 Consumer Staples 1.35%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
14
+4
477
$4K ﹤0.01%
+50
478
$4K ﹤0.01%
+21
479
$4K ﹤0.01%
+65
480
$4K ﹤0.01%
+7
481
$4K ﹤0.01%
+19
482
$4K ﹤0.01%
+12
483
$4K ﹤0.01%
+21
484
$4K ﹤0.01%
+47
485
$4K ﹤0.01%
+14
486
$4K ﹤0.01%
+60
487
$4K ﹤0.01%
32
488
$4K ﹤0.01%
+23
489
$4K ﹤0.01%
+77
490
$4K ﹤0.01%
+13
491
$4K ﹤0.01%
+54
492
$4K ﹤0.01%
+14
493
$4K ﹤0.01%
148
+7
494
$4K ﹤0.01%
+32
495
$4K ﹤0.01%
+18
496
$4K ﹤0.01%
+43
497
$4K ﹤0.01%
+46
498
$4K ﹤0.01%
+60
499
$4K ﹤0.01%
+51
500
$4K ﹤0.01%
+71
18 19
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