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
$181M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$232K
3
+$217K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$215K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$63.4K

Top Sells

1
+$1.19M
2
+$521K
3
+$250K
4
CVX icon
Chevron
CVX
+$244K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$226K

Sector Composition

1 Financials 1.06%
2 Technology 0.65%
3 Industrials 0.59%
4 Communication Services 0.53%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,179
1 2
3