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
$530M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$2.77M
2 +$2.05M
3 +$1.6M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$927K

Sector Composition

1 Technology 1.21%
2 Healthcare 0.7%
3 Financials 0.51%
4 Consumer Discretionary 0.44%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,722
127
-5,105
128
-1,428