DI
Disciplined Investors Portfolio holdings
AUM
$152M
1-Year Est. Return
22.56%
This Fund
S&P 500
1 Year Est. Return
+22.56%
AUM
$152M
AUM Growth
+$12M
(+8.5%)
Holding
130
Top Buys
| 1 | +$1.44M | |
| 2 | +$1.34M | |
| 3 | +$1.05M | |
| 4 |
Novo Nordisk
NVO
|
+$1.03M |
| 5 |
Rio Tinto
RIO
|
+$987K |
Top Sells
| 1 | +$587K | |
| 2 | +$555K | |
| 3 | +$297K | |
| 4 |
Apple
AAPL
|
+$241K |
| 5 |
Cheniere Energy
LNG
|
+$236K |
Sector Composition
| 1 | Financials | 8.93% |
| 2 | Technology | 8.69% |
| 3 | Energy | 3.31% |
| 4 | Consumer Discretionary | 3.14% |
| 5 | Consumer Staples | 2.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MBS ETF
MBB
$38.8B
| – | – |
-2,104
|
|
||
127
McDonald's
MCD
$232B
| – | – |
-753
|
|
||
128
Marvell Technology
MRVL
$76.7B
| – | – |
-6,598
|
|
||
129
Oneok
OKE
$53.8B
| – | – |
-2,872
|
|
||
130
Tesla
TSLA
$1.47T
| – | – |
-1,320
|
|