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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
76
$367K 0.26%
1,978
+8
77
$366K 0.26%
12,952
+1,658
78
$361K 0.26%
15,489
-426
79
$360K 0.26%
2,862
+593
80
$356K 0.25%
2,127
+2
81
$356K 0.25%
5,363
+317
82
$354K 0.25%
1,160
-400
83
$350K 0.25%
7,850
84
$349K 0.25%
1,374
+4
85
$335K 0.24%
545
-1,341
86
$332K 0.24%
1,434
-96
87
$330K 0.24%
+4,496
88
$325K 0.23%
2,932
-90
89
$324K 0.23%
1,105
+3
90
$318K 0.23%
1,562
+278
91
$309K 0.22%
10,624
+16
92
$299K 0.21%
2,195
-257
93
$297K 0.21%
4,564
+535
94
$292K 0.21%
904
95
$281K 0.2%
4,826
-348
96
$276K 0.2%
2,960
97
$276K 0.2%
977
+1
98
$274K 0.19%
15,957
+125
99
$270K 0.19%
9,375
100
$266K 0.19%
8,932
+232
2 3
4
5 6