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
76
$641K 0.15%
7,630
+1,550
77
$631K 0.14%
13,503
+4,596
78
$629K 0.14%
8,437
+512
79
$609K 0.14%
2,284
-31
80
$598K 0.14%
1,701
+56
81
$576K 0.13%
1,864
-100
82
$565K 0.13%
2,770
+1,396
83
$556K 0.13%
13,516
+4,269
84
$538K 0.12%
12,937
+210
85
$538K 0.12%
11,424
86
$527K 0.12%
3,803
-13
87
$510K 0.12%
6,014
-1,828
88
$483K 0.11%
1,390
89
$470K 0.11%
6,916
-353
90
$460K 0.11%
3,933
-155
91
$459K 0.11%
5,203
+1,383
92
$442K 0.1%
9,239
-42,614
93
$442K 0.1%
802
94
$430K 0.1%
10,993
-200
95
$428K 0.1%
3,344
-400
96
$426K 0.1%
5,510
97
$424K 0.1%
2,796
-2,184
98
$413K 0.09%
12,535
+23
99
$397K 0.09%
3,374
-290
100
$383K 0.09%
17,397
-6,918
2 3
4
5 6