DPI
Diversified Portfolios Inc Portfolio holdings
AUM
$1.05B
1-Year Est. Return
8.77%
1 Year Est. Return
+8.77%
AUM
$951M
AUM Growth
+$33.9M
(+3.7%)
Holding
153
Top Buys
| 1 | +$16.5M | |
| 2 | +$12.4M | |
| 3 | +$7.43M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$4.87M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.85M |
Top Sells
| 1 | +$79M | |
| 2 | +$10.7M | |
| 3 | +$8.05M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$4.8M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.77M |
Sector Composition
| 1 | Technology | 0.75% |
| 2 | Financials | 0.7% |
| 3 | Consumer Discretionary | 0.44% |
| 4 | Healthcare | 0.34% |
| 5 | Industrials | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eaton
ETN
$145B
| – | – |
-627
|
|
||
152
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| – | – |
-211,457
|
|
||
153
Invesco S&P MidCap Momentum ETF
XMMO
$5.96B
| – | – |
-1,978
|
|