DI

Disciplined Investments Portfolio holdings

AUM $251M
1-Year Est. Return 8.76%
This Quarter Est. Return
1 Year Est. Return
+8.76%
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

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
1026
$1K ﹤0.01%
+32
1027
$1K ﹤0.01%
+18
1028
$1K ﹤0.01%
+9
1029
$1K ﹤0.01%
+23
1030
$1K ﹤0.01%
+17
1031
$1K ﹤0.01%
+5
1032
$1K ﹤0.01%
+10
1033
$1K ﹤0.01%
+2
1034
$1K ﹤0.01%
+19
1035
$1K ﹤0.01%
+41
1036
$1K ﹤0.01%
+13
1037
$1K ﹤0.01%
+24
1038
$1K ﹤0.01%
+23
1039
$1K ﹤0.01%
+12
1040
$1K ﹤0.01%
+9
1041
$1K ﹤0.01%
+7
1042
$1K ﹤0.01%
+22
1043
$1K ﹤0.01%
+8
1044
$1K ﹤0.01%
+15
1045
$1K ﹤0.01%
+47
1046
$1K ﹤0.01%
+4
1047
$1K ﹤0.01%
50
1048
$1K ﹤0.01%
+7
1049
$1K ﹤0.01%
+21
1050
$1K ﹤0.01%
+17