DPI

Diversified Portfolios Inc Portfolio holdings

AUM $1.2B
1-Year Est. Return 11.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.86%
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
+$2.38M
2
+$2.26M
3
+$378K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$213K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Top Sells

1
+$1.92M
2
+$431K
3
+$339K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$252K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$168K

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
1 2
3