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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
101
$748K 0.07%
14,624
+4,480
102
$748K 0.07%
17,270
-906
103
$714K 0.06%
6,334
-21
104
$709K 0.06%
9,648
+188
105
$676K 0.06%
13,841
-573
106
$666K 0.06%
1,951
+222
107
$666K 0.06%
9,309
108
$659K 0.06%
9,631
-146
109
$658K 0.06%
1,801
+7
110
$657K 0.06%
3,716
111
$631K 0.06%
5,805
112
$630K 0.06%
12,409
+5,075
113
$598K 0.05%
8,274
+610
114
$597K 0.05%
11,376
+2,988
115
$581K 0.05%
1,433
116
$580K 0.05%
4,328
+230
117
$578K 0.05%
10,821
-900
118
$531K 0.05%
16,653
-985
119
$521K 0.05%
+9,139
120
$520K 0.05%
2,411
121
$503K 0.04%
2,068
-61
122
$498K 0.04%
1,555
123
$496K 0.04%
4,943
-351
124
$487K 0.04%
27,956
-158
125
$456K 0.04%
2,345
+757
3 4
5
6 7