Portfolio (Quarterly)
Guide ↗
Diversified Portfolios, Inc.
· CIK 0001634212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | AUR | AURORA INNOVATION INC | Technology | 14,006.0 | $96K | 0.01% | NEW | — | $6.82 | -8.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
55.6%
Technology
19.3%
Healthcare
6.7%
Consumer Cyclical
6.4%
Industrials
5.0%
Communication Services
2.6%
Consumer Defensive
1.7%
Energy
1.4%
Utilities
0.9%
Real Estate
0.3%