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
$162M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$713K
3 +$434K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$321K
5
FRME icon
First Merchants
FRME
+$282K

Top Sells

1 +$1.11M
2 +$627K
3 +$547K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$373K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$329K

Sector Composition

1 Financials 0.59%
2 Industrials 0.52%
3 Consumer Discretionary 0.51%
4 Healthcare 0.43%
5 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,399
52
-5,590