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
$165M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$987K
3
+$659K
4
ORCL icon
Oracle
ORCL
+$319K
5
META icon
Meta Platforms (Facebook)
META
+$284K

Top Sells

1
+$1.34M
2
+$999K
3
+$799K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$727K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$678K

Sector Composition

1 Financials 0.88%
2 Industrials 0.69%
3 Technology 0.55%
4 Consumer Staples 0.4%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,634
52
– –
-1,816
53
– –
-3,696
1 2
3