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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
1001
$1K ﹤0.01%
+50
1002
$1K ﹤0.01%
+10
1003
$1K ﹤0.01%
+41
1004
$1K ﹤0.01%
+7
1005
$1K ﹤0.01%
+26
1006
$1K ﹤0.01%
+13
1007
$1K ﹤0.01%
+32
1008
$1K ﹤0.01%
+31
1009
$1K ﹤0.01%
+39
1010
$1K ﹤0.01%
+19
1011
$1K ﹤0.01%
+23
1012
$1K ﹤0.01%
52
1013
$1K ﹤0.01%
+9
1014
$1K ﹤0.01%
+14
1015
$1K ﹤0.01%
+2
1016
$1K ﹤0.01%
+10
1017
$1K ﹤0.01%
+19
1018
$1K ﹤0.01%
+10
1019
$1K ﹤0.01%
+20
1020
$1K ﹤0.01%
+7
1021
$1K ﹤0.01%
+7
1022
$1K ﹤0.01%
+23
1023
$1K ﹤0.01%
+43
1024
$1K ﹤0.01%
+12
1025
$1K ﹤0.01%
39
39 40
41
42 43