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
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$6.22M
2 +$487K
3 +$337K
4
PFE icon
Pfizer
PFE
+$208K
5
VTV icon
Vanguard Value ETF
VTV
+$206K

Sector Composition

1 Consumer Discretionary 0.61%
2 Industrials 0.57%
3 Healthcare 0.52%
4 Financials 0.51%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$139K 0.09%
10,500
52
-3,622
53
-6,794