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
1251
$1K ﹤0.01%
+119
1252
$1K ﹤0.01%
+4
1253
$1K ﹤0.01%
+18
1254
$1K ﹤0.01%
+21
1255
$1K ﹤0.01%
+27
1256
$1K ﹤0.01%
+4
1257
$1K ﹤0.01%
+7
1258
$1K ﹤0.01%
+14
1259
$1K ﹤0.01%
+11
1260
$1K ﹤0.01%
+12
1261
$1K ﹤0.01%
+7
1262
$1K ﹤0.01%
+8
1263
$1K ﹤0.01%
+12
1264
$1K ﹤0.01%
+17
1265
$1K ﹤0.01%
+42
1266
$1K ﹤0.01%
+29
1267
$1K ﹤0.01%
+4
1268
$1K ﹤0.01%
+12
1269
$1K ﹤0.01%
+14
1270
$1K ﹤0.01%
+4
1271
$1K ﹤0.01%
+23
1272
$1K ﹤0.01%
+6
1273
$1K ﹤0.01%
+4
1274
$1K ﹤0.01%
+4
1275
$1K ﹤0.01%
+14