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
1626
$0 ﹤0.01%
+9
1627
$0 ﹤0.01%
+2
1628
$0 ﹤0.01%
+5
1629
$0 ﹤0.01%
+12
1630
$0 ﹤0.01%
+7
1631
$0 ﹤0.01%
+9
1632
$0 ﹤0.01%
+3
1633
$0 ﹤0.01%
+3
1634
$0 ﹤0.01%
+2
1635
$0 ﹤0.01%
+2
1636
$0 ﹤0.01%
+5
1637
$0 ﹤0.01%
+25
1638
$0 ﹤0.01%
+2
1639
$0 ﹤0.01%
+5
1640
$0 ﹤0.01%
4
1641
$0 ﹤0.01%
+7
1642
$0 ﹤0.01%
+2
1643
$0 ﹤0.01%
+2
1644
$0 ﹤0.01%
+16
1645
$0 ﹤0.01%
+3
1646
$0 ﹤0.01%
+4
1647
$0 ﹤0.01%
+2
1648
$0 ﹤0.01%
+5
1649
$0 ﹤0.01%
+4
1650
$0 ﹤0.01%
+5