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
1151
$1K ﹤0.01%
+35
1152
$1K ﹤0.01%
+7
1153
$1K ﹤0.01%
+5
1154
$1K ﹤0.01%
+5
1155
$1K ﹤0.01%
+45
1156
$1K ﹤0.01%
+9
1157
$1K ﹤0.01%
+2
1158
$1K ﹤0.01%
+7
1159
$1K ﹤0.01%
+22
1160
$1K ﹤0.01%
+30
1161
$1K ﹤0.01%
+25
1162
$1K ﹤0.01%
+9
1163
$1K ﹤0.01%
+7
1164
$1K ﹤0.01%
+12
1165
$1K ﹤0.01%
+21
1166
$1K ﹤0.01%
+39
1167
$1K ﹤0.01%
+26
1168
$1K ﹤0.01%
+21
1169
$1K ﹤0.01%
+5
1170
$1K ﹤0.01%
+67
1171
$1K ﹤0.01%
36
1172
$1K ﹤0.01%
+24
1173
$1K ﹤0.01%
+31
1174
$1K ﹤0.01%
+41
1175
$1K ﹤0.01%
+9