DI
Disciplined Investments Portfolio holdings
AUM
$236M
This Quarter Return
+5.47%
1 Year Return
+8.89%
3 Year Return
+34.31%
5 Year Return
+59.21%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+4.6%)
Cap. Flow
+$161K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
35.25%
Holding
462
New
37
Increased
86
Reduced
91
Closed
40
Top Buys
| 1 |
Apple
AAPL
|
$623K |
| 2 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$537K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$508K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$330K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$287K |
Top Sells
Sector Composition
| 1 | Technology | 3.58% |
| 2 | Consumer Staples | 1.69% |
| 3 | Healthcare | 0.84% |
| 4 | Financials | 0.67% |
| 5 | Consumer Discretionary | 0.49% |
