We are live on ! Find out more
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
126
$456K 0.04%
5,491
+3
127
$453K 0.04%
13,562
-997
128
$446K 0.04%
8,797
-926
129
$444K 0.04%
558
130
$437K 0.04%
1,796
131
$433K 0.04%
2,320
-149
132
$430K 0.04%
10,065
+151
133
$407K 0.04%
16,678
134
$374K 0.03%
818
-2
135
$374K 0.03%
8,496
-68
136
$361K 0.03%
7,518
-283
137
$342K 0.03%
370
-4
138
$325K 0.03%
700
139
$321K 0.03%
1,731
140
$314K 0.03%
2,207
141
$308K 0.03%
318
+7
142
$303K 0.03%
3,138
-12
143
$300K 0.03%
2,124
144
$299K 0.03%
5,919
145
$284K 0.03%
2,370
-30
146
$281K 0.02%
+7,050
147
$276K 0.02%
4,472
-50
148
$270K 0.02%
7,134
+28
149
$259K 0.02%
728
150
$257K 0.02%
1,504
3 4 5
6
7