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
101
$382K 0.09%
3,483
-4,640
102
$369K 0.08%
6,722
+215
103
$351K 0.08%
818
104
$350K 0.08%
3,403
105
$335K 0.08%
10,800
-2,700
106
$325K 0.07%
3,410
-373
107
$320K 0.07%
8,446
-12,060
108
$317K 0.07%
4,405
-3,786
109
$315K 0.07%
7,998
-4,692
110
$313K 0.07%
3,104
+7
111
$310K 0.07%
19,264
-17,984
112
$307K 0.07%
12,895
113
$304K 0.07%
4,101
114
$303K 0.07%
950
-70
115
$298K 0.07%
2,200
116
$291K 0.07%
5,684
-91
117
$285K 0.07%
859
118
$277K 0.06%
7,998
+625
119
$275K 0.06%
2,482
-300
120
$244K 0.06%
1,666
121
$240K 0.06%
5,360
122
$237K 0.05%
610
-84
123
$237K 0.05%
1,561
124
$236K 0.05%
9,985
-9,577
125
$224K 0.05%
491
-27
2 3 4
5
6