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
$158M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$326K
3 +$261K
4
LLY icon
Eli Lilly
LLY
+$206K
5
WNC icon
Wabash National
WNC
+$148K

Top Sells

1 +$1.07M
2 +$728K
3 +$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$665K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$615K

Sector Composition

1 Healthcare 0.68%
2 Financials 0.6%
3 Industrials 0.48%
4 Technology 0.47%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,488
77
-2,463
78
-3,538
79
-11,988
80
-2,720