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
$160M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$365K
2 +$220K
3 +$37K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.7K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$9.61K

Top Sells

1 +$295K
2 +$286K
3 +$236K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$235K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$235K

Sector Composition

1 Industrials 0.84%
2 Consumer Discretionary 0.59%
3 Healthcare 0.55%
4 Financials 0.51%
5 Technology 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$133K 0.08%
10,500
52
$37K 0.02%
+381
53
-2,182
54
-3,110