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
$636M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$10.2M
3 +$7.34M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$4.74M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.54M

Sector Composition

1 Technology 1.19%
2 Healthcare 0.61%
3 Financials 0.52%
4 Consumer Discretionary 0.43%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,753
127
-2,862