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
1276
$1K ﹤0.01%
+9
1277
$1K ﹤0.01%
+11
1278
$1K ﹤0.01%
+14
1279
$1K ﹤0.01%
+11
1280
$1K ﹤0.01%
+33
1281
$1K ﹤0.01%
+9
1282
$1K ﹤0.01%
+4
1283
$1K ﹤0.01%
+37
1284
$1K ﹤0.01%
+16
1285
$1K ﹤0.01%
+32
1286
$1K ﹤0.01%
+12
1287
$1K ﹤0.01%
+45
1288
$1K ﹤0.01%
+10
1289
$1K ﹤0.01%
+11
1290
$1K ﹤0.01%
+30
1291
$1K ﹤0.01%
+5
1292
$1K ﹤0.01%
+22
1293
$1K ﹤0.01%
+8
1294
$1K ﹤0.01%
+28
1295
$1K ﹤0.01%
+18
1296
$1K ﹤0.01%
+17
1297
$1K ﹤0.01%
+18
1298
$1K ﹤0.01%
+19
1299
$1K ﹤0.01%
+41
1300
$1K ﹤0.01%
+19