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
1176
$1K ﹤0.01%
+25
1177
$1K ﹤0.01%
+2
1178
$1K ﹤0.01%
+43
1179
$1K ﹤0.01%
+14
1180
$1K ﹤0.01%
+4
1181
$1K ﹤0.01%
+5
1182
$1K ﹤0.01%
+4
1183
$1K ﹤0.01%
+14
1184
$1K ﹤0.01%
+10
1185
$1K ﹤0.01%
+14
1186
$1K ﹤0.01%
+2
1187
$1K ﹤0.01%
+31
1188
$1K ﹤0.01%
+24
1189
$1K ﹤0.01%
+27
1190
$1K ﹤0.01%
+14
1191
$1K ﹤0.01%
+12
1192
$1K ﹤0.01%
+11
1193
$1K ﹤0.01%
+10
1194
$1K ﹤0.01%
+16
1195
$1K ﹤0.01%
80
1196
$1K ﹤0.01%
+11
1197
$1K ﹤0.01%
+14
1198
$1K ﹤0.01%
+4
1199
$1K ﹤0.01%
+19
1200
$1K ﹤0.01%
+7