DPI
Diversified Portfolios Inc Portfolio holdings
AUM
$1.05B
This Quarter Return
+3.77%
1 Year Return
+8.77%
3 Year Return
+33.43%
5 Year Return
+56.77%
10 Year Return
+115.19%
AUM
$168M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.12%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$39.2M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$19.6M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$12.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$12.8M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$7.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.45% |
| 2 | Technology | 1.77% |
| 3 | Financials | 1.49% |
| 4 | Energy | 1.07% |
| 5 | Industrials | 0.9% |