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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
1101
$1K ﹤0.01%
+23
1102
$1K ﹤0.01%
+14
1103
$1K ﹤0.01%
+23
1104
$1K ﹤0.01%
+9
1105
$1K ﹤0.01%
+30
1106
$1K ﹤0.01%
+16
1107
$1K ﹤0.01%
+54
1108
$1K ﹤0.01%
+4
1109
$1K ﹤0.01%
+24
1110
$1K ﹤0.01%
+31
1111
$1K ﹤0.01%
10
-200
1112
$1K ﹤0.01%
+2
1113
$1K ﹤0.01%
+27
1114
$1K ﹤0.01%
+14
1115
$1K ﹤0.01%
+2
1116
$1K ﹤0.01%
+13
1117
$1K ﹤0.01%
+17
1118
$1K ﹤0.01%
+44
1119
$1K ﹤0.01%
+25
1120
$1K ﹤0.01%
+12
1121
$1K ﹤0.01%
+7
1122
$1K ﹤0.01%
+8
1123
$1K ﹤0.01%
+12
1124
$1K ﹤0.01%
+17
1125
$1K ﹤0.01%
+42
43 44
45
46 47