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
51
$23K 0.01%
+590
52
-11,100
53
-11,118
54
-10,500
55
-3,696
56
-2,447