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
$176M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$1.64M
3 +$487K
4
VZ icon
Verizon
VZ
+$354K
5
GE icon
GE Aerospace
GE
+$306K

Top Sells

1 +$680K
2 +$649K
3 +$441K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$433K
5
ORCL icon
Oracle
ORCL
+$359K

Sector Composition

1 Financials 0.95%
2 Industrials 0.94%
3 Communication Services 0.55%
4 Technology 0.54%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.12%
9,500
52
$164K 0.09%
12,000
53
-2,519
54
-7,160
55
-3,130