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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
151
$256K 0.02%
537
152
$253K 0.02%
677
-4
153
$244K 0.02%
4,525
+225
154
$236K 0.02%
777
-1,965
155
$228K 0.02%
+739
156
$226K 0.02%
8,598
-260
157
$225K 0.02%
8,079
+1
158
$224K 0.02%
+1,340
159
$216K 0.02%
+1,393
160
$216K 0.02%
+2,474
161
$214K 0.02%
8,154
162
$214K 0.02%
1,385
163
$213K 0.02%
+1,500
164
$181K 0.02%
19,900
165
$103K 0.01%
19,121
166
$15.4K ﹤0.01%
2,000
167
– –
-687
168
– –
-4,497
169
– –
-826
170
– –
-4,385
3 4 5 6
7