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DI

Disciplined Investors Portfolio holdings

AUM $168M
1-Year Est. Return 23.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$855K
2
+$666K
3
+$606K
4
AMZN icon
Amazon
AMZN
+$520K
5
MRVL icon
Marvell Technology
MRVL
+$486K

Top Sells

1
+$1.26M
2
+$812K
3
+$310K
4
IREN icon
Iris Energy
IREN
+$293K
5
ACN icon
Accenture
ACN
+$225K

Sector Composition

1 Technology 8.99%
2 Financials 8.59%
3 Energy 3.25%
4 Consumer Staples 3.06%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.13%
40,168
+93
27
$1.55M 1.1%
6,378
+182
28
$1.55M 1.1%
61,934
+15,107
29
$1.5M 1.07%
4,670
+150
30
$1.46M 1.04%
44,466
-668
31
$1.44M 1.03%
13,983
+3,540
32
$1.36M 0.97%
4,150
+219
33
$1.26M 0.9%
46,310
-525
34
$1.22M 0.87%
36,533
+2,275
35
$1.1M 0.78%
23,428
-1,876
36
$1.09M 0.78%
28,271
-291
37
$1.02M 0.72%
5,449
+365
38
$989K 0.7%
18,262
+3,137
39
$975K 0.69%
31,073
+141
40
$936K 0.67%
3,352
41
$922K 0.66%
4,861
-606
42
$899K 0.64%
15,697
43
$840K 0.6%
3,449
+1
44
$833K 0.59%
19,104
-38
45
$822K 0.58%
31,192
-151
46
$807K 0.57%
3,107
-84
47
$802K 0.57%
1,682
+1
48
$764K 0.54%
6,777
-896
49
$744K 0.53%
1,239
+467
50
$731K 0.52%
4,277
-272
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2
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