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
$183M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.6M
3 +$292K
4
HD icon
Home Depot
HD
+$206K
5
JPM icon
JPMorgan Chase
JPM
+$205K

Top Sells

1 +$872K
2 +$618K
3 +$513K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$463K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$398K

Sector Composition

1 Financials 1.03%
2 Industrials 0.9%
3 Communication Services 0.56%
4 Healthcare 0.53%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$221K 0.12%
9,500
52
$206K 0.11%
+1,089
53
$205K 0.11%
+1,919
54
$202K 0.11%
+815
55
$159K 0.09%
12,000
56
-1,293