DPI

Diversified Portfolios Inc Portfolio holdings

AUM $1.2B
1-Year Est. Return 11.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.86%
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
+$995K
2
+$974K
3
+$650K
4
ORCL icon
Oracle
ORCL
+$298K
5
META icon
Meta Platforms (Facebook)
META
+$267K

Top Sells

1
+$1.34M
2
+$992K
3
+$798K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$705K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$668K

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