DPI

Diversified Portfolios Inc Portfolio holdings

AUM $1.05B
1-Year Est. Return 8.77%
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$654K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.35M
3
+$1.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M
5
AMZN icon
Amazon
AMZN
+$209K

Top Sells

1
+$558K
2
+$430K
3
+$294K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$276K
5
FRME icon
First Merchants
FRME
+$261K

Sector Composition

1 Communication Services 0.99%
2 Healthcare 0.72%
3 Financials 0.48%
4 Technology 0.43%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$456K 0.29%
7,967
27
$444K 0.28%
15,652
+4
28
$440K 0.28%
5,200
29
$389K 0.25%
4,001
-100
30
$383K 0.24%
6,109
+180
31
$365K 0.23%
3,152
-1,299
32
$347K 0.22%
2,305
33
$343K 0.22%
3,052
-258
34
$337K 0.21%
3,174
35
$308K 0.19%
5,983
-97
36
$308K 0.19%
5,984
37
$303K 0.19%
2,123
+352
38
$288K 0.18%
4,250
39
$270K 0.17%
7,233
40
$268K 0.17%
8,039
+491
41
$247K 0.16%
2,959
+122
42
$247K 0.16%
2,331
43
$241K 0.15%
2,432
44
$235K 0.15%
3,110
45
$234K 0.15%
5,967
46
$233K 0.15%
7,940
47
$209K 0.13%
+7,940
48
$208K 0.13%
2,558
49
$202K 0.13%
1,892
-371
50
$74K 0.05%
+973
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