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
-$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$834K
3
+$335K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$155K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$139K

Top Sells

1
+$2.72M
2
+$959K
3
+$365K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$308K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$304K

Sector Composition

1 Industrials 0.56%
2 Consumer Discretionary 0.56%
3 Financials 0.49%
4 Technology 0.4%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,959
52
– –
-381
53
– –
-30,636
54
– –
-4,250
55
– –
-2,177
1 2
3