DPI
Diversified Portfolios Inc Portfolio holdings
AUM
$1.05B
This Quarter Return
+5.92%
1 Year Return
+8.77%
3 Year Return
+33.43%
5 Year Return
+56.77%
10 Year Return
+115.19%
AUM
$211M
AUM Growth
+$211M
(+6.8%)
Cap. Flow
+$2.1M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
79.02%
Holding
65
New
7
Increased
21
Reduced
23
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$443K |
| 2 |
Exxon Mobil
XOM
|
$258K |
| 3 |
iShares Russell 3000 ETF
IWV
|
$145K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$113K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$67.4K |
Sector Composition
| 1 | Financials | 1.59% |
| 2 | Technology | 0.67% |
| 3 | Communication Services | 0.61% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Industrials | 0.45% |
