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
$157M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$2.24M
3 +$374K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$211K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$207K

Sector Composition

1 Healthcare 0.7%
2 Consumer Discretionary 0.65%
3 Financials 0.57%
4 Industrials 0.54%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$124K 0.08%
10,500
52
-3,174
53
-8,224