DPI
Diversified Portfolios Inc Portfolio holdings
AUM
$1.05B
1-Year Return
8.77%
This Quarter Return
+4.06%
1 Year Return
+8.77%
3 Year Return
+33.43%
5 Year Return
+56.77%
10 Year Return
+115.19%
AUM
$498M
AUM Growth
+$48.9M
(+11%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
6.04%
Top 10 Holdings %
Top 10 Hldgs %
57.28%
Holding
136
New
5
Increased
49
Reduced
52
Closed
11
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$11.3M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$5.78M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$4.91M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
$2.54M |
| 5 |
iShares Global REIT ETF
REET
|
$2.33M |
Top Sells
| 1 |
Apple
AAPL
|
$3.49M |
| 2 |
Novo Nordisk
NVO
|
$1.59M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.4M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.36M |
| 5 |
First Merchants
FRME
|
$1.08M |
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Healthcare | 0.8% |
| 3 | Financials | 0.56% |
| 4 | Consumer Discretionary | 0.51% |
| 5 | Industrials | 0.23% |
