DPI
Diversified Portfolios Inc Portfolio holdings
AUM
$1.05B
1-Year Return
8.77%
This Quarter Return
+6.56%
1 Year Return
+8.77%
3 Year Return
+33.43%
5 Year Return
+56.77%
10 Year Return
+115.19%
AUM
$416M
AUM Growth
+$54.2M
(+15%)
Cap. Flow
+$32.5M
Cap. Flow
% of AUM
7.82%
Top 10 Holdings %
Top 10 Hldgs %
61.51%
Holding
142
New
25
Increased
43
Reduced
34
Closed
7
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$5.79M |
| 2 |
Avantis International Equity ETF
AVDE
|
$4.78M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.94M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$2.89M |
| 5 |
Vanguard Total Bond Market
BND
|
$2.47M |
Top Sells
Sector Composition
| 1 | Technology | 5.82% |
| 2 | Healthcare | 2.33% |
| 3 | Financials | 2.05% |
| 4 | Communication Services | 1.44% |
| 5 | Consumer Staples | 1.27% |
