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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
551
$3K ﹤0.01%
+6
552
$3K ﹤0.01%
+13
553
$3K ﹤0.01%
+15
554
$3K ﹤0.01%
+16
555
$3K ﹤0.01%
+7
556
$3K ﹤0.01%
+10
557
$3K ﹤0.01%
+2
558
$3K ﹤0.01%
+44
559
$3K ﹤0.01%
+2
560
$3K ﹤0.01%
+47
561
$3K ﹤0.01%
+18
562
$3K ﹤0.01%
+22
563
$3K ﹤0.01%
+28
564
$3K ﹤0.01%
+14
565
$3K ﹤0.01%
+11
566
$3K ﹤0.01%
60
567
$3K ﹤0.01%
+16
568
$3K ﹤0.01%
+28
569
$3K ﹤0.01%
+37
570
$3K ﹤0.01%
+4
571
$3K ﹤0.01%
+59
572
$3K ﹤0.01%
+21
573
$3K ﹤0.01%
184
+20
574
$3K ﹤0.01%
+31
575
$3K ﹤0.01%
+16
21 22
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24 25