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
$140M
AUM Growth
+$12.1M
(+9.5%)
Holding
126
Top Buys
| 1 | +$855K | |
| 2 | +$666K | |
| 3 | +$606K | |
| 4 |
Amazon
AMZN
|
+$520K |
| 5 |
Marvell Technology
MRVL
|
+$486K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$812K | |
| 3 | +$310K | |
| 4 |
Iris Energy
IREN
|
+$293K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Charles Schwab
SCHW
$163B
| – | – |
-13,806
|
|