DPI
Diversified Portfolios Inc Portfolio holdings
AUM
$1.05B
This Quarter Return
-4.35%
1 Year Return
+8.77%
3 Year Return
+33.43%
5 Year Return
+56.77%
10 Year Return
+115.19%
AUM
$417M
AUM Growth
+$417M
(+0.33%)
Cap. Flow
-$134M
Cap. Flow
% of AUM
-32.21%
Top 10 Holdings %
Top 10 Hldgs %
57.74%
Holding
149
New
14
Increased
43
Reduced
51
Closed
15
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$157M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$4.78M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.28M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$2.13M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.87M |
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 2.27% |
| 3 | Healthcare | 2.25% |
| 4 | Consumer Staples | 1.12% |
| 5 | Utilities | 1.04% |
