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
1701
$0 ﹤0.01%
+3
1702
$0 ﹤0.01%
+17
1703
$0 ﹤0.01%
+5
1704
$0 ﹤0.01%
+2
1705
$0 ﹤0.01%
+14
1706
$0 ﹤0.01%
+23