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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
851
$1K ﹤0.01%
+29
852
$1K ﹤0.01%
+4
853
$1K ﹤0.01%
+47
854
$1K ﹤0.01%
+11
855
$1K ﹤0.01%
+23
856
$1K ﹤0.01%
+11
857
$1K ﹤0.01%
+9
858
$1K ﹤0.01%
9
+4
859
$1K ﹤0.01%
+3
860
$1K ﹤0.01%
+8
861
$1K ﹤0.01%
+11
862
$1K ﹤0.01%
+19
863
$1K ﹤0.01%
+39
864
$1K ﹤0.01%
+9
865
$1K ﹤0.01%
+30
866
$1K ﹤0.01%
+5
867
$1K ﹤0.01%
+22
868
$1K ﹤0.01%
+5
869
$1K ﹤0.01%
+16
870
$1K ﹤0.01%
+17
871
$1K ﹤0.01%
+16
872
$1K ﹤0.01%
+24
873
$1K ﹤0.01%
+145
874
$1K ﹤0.01%
+100
875
$1K ﹤0.01%
+23
33 34
35
36 37