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DPI

Diversified Portfolios Inc Portfolio holdings

AUM $1.22B
1-Year Est. Return 11.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$84.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.3M
3
+$9.44M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$3.83M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$2.71M

Top Sells

1
+$8.14M
2
+$3.88M
3
+$2.17M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.3M
5
MCD icon
McDonald's
MCD
+$598K

Sector Composition

1 Technology 0.87%
2 Financials 0.71%
3 Consumer Discretionary 0.43%
4 Healthcare 0.32%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.12%
30,825
-130
77
$1.36M 0.12%
25,061
+162
78
$1.33M 0.12%
14,269
-303
79
$1.29M 0.11%
23,237
+20
80
$1.28M 0.11%
23,635
-1,277
81
$1.22M 0.11%
24,180
+19,017
82
$1.2M 0.11%
5,169
-61
83
$1.15M 0.1%
48,296
+71
84
$1.15M 0.1%
22,473
+10,742
85
$1.13M 0.1%
2,240
-11
86
$1.08M 0.1%
4,252
+61
87
$1.08M 0.1%
1,773
-1
88
$1.03M 0.09%
13,600
-5,000
89
$1.02M 0.09%
13,651
-3,359
90
$957K 0.08%
16,762
+658
91
$938K 0.08%
3,336
+1,358
92
$925K 0.08%
12,591
-235
93
$915K 0.08%
1,608
+17
94
$868K 0.08%
9,296
95
$866K 0.08%
19,478
-700
96
$853K 0.08%
19,473
97
$778K 0.07%
18,116
+150
98
$778K 0.07%
8,175
99
$758K 0.07%
10,465
-718
100
$754K 0.07%
1
2 3
4
5 6