DI

Disciplined Investments Portfolio holdings

AUM $236M
1-Year Est. Return 8.89%
This Quarter Est. Return
1 Year Est. Return
+8.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$727K
2 +$628K
3 +$427K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$419K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$300K

Sector Composition

1 Energy 9.51%
2 Industrials 3.38%
3 Technology 3.09%
4 Financials 1.58%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,786
127
-1,277