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
$436M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.7M
3
+$5.7M
4
REET icon
iShares Global REIT ETF
REET
+$4.57M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.38M

Top Sells

1
+$3.03M
2
+$2.04M
3
+$2M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.41M
5
TSLA icon
Tesla
TSLA
+$1.04M

Sector Composition

1 Technology 1.83%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Staples 0.84%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.26%
16,809
52
$1.1M 0.25%
7,599
+58
53
$1.1M 0.25%
24,010
54
$1.06M 0.24%
16,181
+2,405
55
$1.01M 0.23%
15,944
-569
56
$1.01M 0.23%
24,080
+16,581
57
$1.01M 0.23%
6,343
+1,329
58
$995K 0.23%
1,823
59
$993K 0.23%
9,406
+4,458
60
$992K 0.23%
3,726
+349
61
$983K 0.23%
3,729
+6
62
$978K 0.22%
39,485
+24,214
63
$967K 0.22%
2,643
64
$954K 0.22%
20,424
+11,496
65
$847K 0.19%
10,440
-10
66
$805K 0.18%
7,559
-4,998
67
$804K 0.18%
3,818
-109
68
$760K 0.17%
+19,534
69
$759K 0.17%
4,299
-3,544
70
$737K 0.17%
29,942
+9,400
71
$729K 0.17%
18,694
+3,370
72
$683K 0.16%
13,339
+6
73
$671K 0.15%
3,232
74
$669K 0.15%
25,838
-10,780
75
$667K 0.15%
12,892
-4,678
1 2
3
4 5