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
$151M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$684K
3 +$292K
4
FRME icon
First Merchants
FRME
+$291K
5
XOM icon
Exxon Mobil
XOM
+$250K

Top Sells

1 +$1.35M
2 +$267K
3 +$202K
4
VTV icon
Vanguard Value ETF
VTV
+$126K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$90.8K

Sector Composition

1 Healthcare 0.73%
2 Financials 0.65%
3 Consumer Discretionary 0.62%
4 Industrials 0.5%
5 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$111K 0.07%
+10,500
52
-1,892
53
-973
54
-590
55
-10,850