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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
576
$3K ﹤0.01%
+60
577
$3K ﹤0.01%
+7
578
$3K ﹤0.01%
+12
579
$3K ﹤0.01%
+12
580
$3K ﹤0.01%
487
+125
581
$3K ﹤0.01%
26
+4
582
$3K ﹤0.01%
291
+148
583
$3K ﹤0.01%
+18
584
$3K ﹤0.01%
+19
585
$3K ﹤0.01%
+17
586
$3K ﹤0.01%
+41
587
$3K ﹤0.01%
+2
588
$3K ﹤0.01%
+5
589
$3K ﹤0.01%
+11
590
$3K ﹤0.01%
+22
591
$3K ﹤0.01%
+15
592
$3K ﹤0.01%
+19
593
$3K ﹤0.01%
+54
594
$3K ﹤0.01%
+30
595
$3K ﹤0.01%
+100
596
$3K ﹤0.01%
+16
597
$3K ﹤0.01%
+11
598
$3K ﹤0.01%
+81
599
$3K ﹤0.01%
+19
600
$3K ﹤0.01%
20
22 23
24
25 26