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
$759M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.05M
3
+$4.4M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$3.68M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$3.09M

Top Sells

1
+$2.57M
2
+$1.56M
3
+$1.39M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.13M
5
BND icon
Vanguard Total Bond Market
BND
+$737K

Sector Composition

1 Technology 1.13%
2 Financials 0.69%
3 Healthcare 0.68%
4 Consumer Discretionary 0.59%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.31%
12,937
+178
52
$2.22M 0.29%
44,920
53
$2.17M 0.29%
20,362
-649
54
$2.04M 0.27%
4,560
-11
55
$1.95M 0.26%
54,120
-1,000
56
$1.86M 0.25%
2,054
+50
57
$1.83M 0.24%
+38,932
58
$1.83M 0.24%
22,869
-3,578
59
$1.68M 0.22%
3,506
-22
60
$1.61M 0.21%
+21,173
61
$1.58M 0.21%
+31,187
62
$1.58M 0.21%
+93,033
63
$1.48M 0.2%
24,010
64
$1.46M 0.19%
+10,236
65
$1.29M 0.17%
24,104
+330
66
$1.29M 0.17%
7,067
67
$1.28M 0.17%
16,740
68
$1.22M 0.16%
+200
69
$1.22M 0.16%
3,009
+1,535
70
$1.19M 0.16%
23,199
-6
71
$1.19M 0.16%
31,325
72
$1.18M 0.16%
15,113
73
$1.15M 0.15%
23,643
74
$1.12M 0.15%
2,237
+95
75
$1.11M 0.15%
3,738
-50
1 2
3
4 5