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
$203M
AUM Growth
+$182K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Energy 8.05%
2 Industrials 3.87%
3 Technology 2.56%
4 Financials 1.61%
5 Consumer Staples 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,815