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
$436M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.7M
3
+$5.7M
4
REET icon
iShares Global REIT ETF
REET
+$4.57M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.38M

Top Sells

1
+$3.03M
2
+$2.04M
3
+$2M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.41M
5
TSLA icon
Tesla
TSLA
+$1.04M

Sector Composition

1 Technology 1.83%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Staples 0.84%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.83%
82,173
-3,200
27
$3.55M 0.81%
42,988
+1,876
28
$2.54M 0.58%
105,118
-38,602
29
$2.2M 0.5%
37,555
30
$2.06M 0.47%
43,439
+21,130
31
$2.05M 0.47%
19,698
-29,076
32
$2.04M 0.47%
41,250
+7,050
33
$2M 0.46%
9,315
-408
34
$1.99M 0.46%
11,030
-1,212
35
$1.74M 0.4%
24,307
-296
36
$1.7M 0.39%
55,807
+890
37
$1.57M 0.36%
28,528
+20,543
38
$1.5M 0.34%
32,138
-9,437
39
$1.48M 0.34%
9,188
-130
40
$1.48M 0.34%
13,418
-1,758
41
$1.41M 0.32%
3
42
$1.35M 0.31%
20,000
43
$1.35M 0.31%
32,805
44
$1.34M 0.31%
+23,193
45
$1.33M 0.31%
17,733
+4,884
46
$1.27M 0.29%
+13,438
47
$1.23M 0.28%
11,371
+9,200
48
$1.19M 0.27%
4,963
-257
49
$1.18M 0.27%
+12,907
50
$1.16M 0.27%
23,085
-816
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2
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