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
126
$202K 0.05%
2,601
-643
127
$178K 0.04%
11,853
+1,377
128
$175K 0.04%
5,017
-2,963
129
$129K 0.03%
6,364
-6,100
130
$115K 0.03%
2,100
-1,528
131
– –
-2,687
132
– –
-40,000
133
– –
-6,400
134
– –
-3,906
135
– –
-1,674
136
– –
-9,057
2 3 4 5
6