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
$158M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$326K
3
+$261K
4
LLY icon
Eli Lilly
LLY
+$206K
5
WNC icon
Wabash National
WNC
+$148K

Top Sells

1
+$1.07M
2
+$728K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$665K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$615K

Sector Composition

1 Healthcare 0.68%
2 Financials 0.6%
3 Industrials 0.48%
4 Technology 0.47%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.13%
2,558
+100
52
$148K 0.09%
+10,500
53
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-3,500
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