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
1076
$1K ﹤0.01%
+2
1077
$1K ﹤0.01%
+16
1078
$1K ﹤0.01%
+9
1079
$1K ﹤0.01%
+18
1080
$1K ﹤0.01%
+5
1081
$1K ﹤0.01%
+17
1082
$1K ﹤0.01%
+8
1083
$1K ﹤0.01%
+19
1084
$1K ﹤0.01%
+18
1085
$1K ﹤0.01%
+11
1086
$1K ﹤0.01%
+26
1087
$1K ﹤0.01%
+12
1088
$1K ﹤0.01%
+16
1089
$1K ﹤0.01%
+12
1090
$1K ﹤0.01%
+10
1091
$1K ﹤0.01%
+24
1092
$1K ﹤0.01%
+33
1093
$1K ﹤0.01%
+16
1094
$1K ﹤0.01%
+10
1095
$1K ﹤0.01%
+7
1096
$1K ﹤0.01%
+50
1097
$1K ﹤0.01%
+23
1098
$1K ﹤0.01%
+9
1099
$1K ﹤0.01%
+30
1100
$1K ﹤0.01%
+16