We are live on ! Find out more
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
51
$626K 0.45%
4,071
+22
52
$624K 0.44%
1,827
+134
53
$605K 0.43%
8,130
+601
54
$603K 0.43%
7,122
-25
55
$595K 0.42%
8,180
+150
56
$587K 0.42%
1,320
+108
57
$572K 0.41%
4,880
58
$570K 0.41%
10,583
-312
59
$565K 0.4%
1,713
-622
60
$555K 0.39%
+6,598
61
$518K 0.37%
8,150
62
$505K 0.36%
1,246
+68
63
$503K 0.36%
2,063
+3
64
$472K 0.34%
1,367
-20
65
$467K 0.33%
8,669
+223
66
$443K 0.32%
2,054
67
$421K 0.3%
552
+213
68
$412K 0.29%
6,569
-568
69
$408K 0.29%
3,448
+153
70
$406K 0.29%
3,000
71
$392K 0.28%
990
+6
72
$383K 0.27%
2,769
73
$381K 0.27%
519
-33
74
$379K 0.27%
760
-9
75
$371K 0.26%
4,415
+57
1 2
3
4 5