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
$710M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.04%
2 Healthcare 0.6%
3 Financials 0.48%
4 Consumer Discretionary 0.46%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.03%
+4,750
127
-9,697
128
-566
129
-12,895
130
-4,531
131
-1,028