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DNI
DNI
$9.79
DIVIDEND AND INCOME FUND
AUM
$130M
Holdings
32
Overview
Performance
Chart
Dividends
Top Holdings
All Holdings
Sectors
Geography
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Compare
Overlap
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Fund Essentials
Net Assets
$130M
Expense Ratio
-
Dividend Yield
-
Holdings
0
Inception Date
-
Fund Family
Dividend and Income Fund
Asset Class
••••••••••
Legal Structure
••••••••••
Performance
Price Chart (6M)
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Top Holdings
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Ticker
Name
Weight
AZO
AutoZone Inc
9.18%
STLD
Steel Dynamics Inc
7.96%
LPLA
LPL Financial Holdings Inc
6.05%
WSM
Williams-Sonoma Inc
6.04%
NMIH
NMI Holdings, Inc.
5.44%
Top 10 Concentration:
58.02%
Peer Comparison
Peer Category
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This ETF
+••.••%
Category Avg
+••.••%
Benchmark
•••••••••• (•••)
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1 Month
+0.00%
YTD
+0.00%
1 Year
+0.00%
3 Year
+0.00%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
4.0%
of portfolio
GOOGL
Alphabet Inc
4.04%
Top 10 Holdings (58.0% of portfolio)
#
Ticker
Name
Sector
Weight
1
AZO
AutoZone Inc
Retail Trade
9.18%
2
STLD
Steel Dynamics Inc
Manufacturing
7.96%
3
LPLA
LPL Financial Holdings Inc
Finance and Insurance
6.05%
4
WSM
Williams-Sonoma Inc
Retail Trade
6.04%
5
NMIH
NMI Holdings, Inc.
Finance and Insurance
5.44%
6
IBKR
Interactive Brokers Group, Inc.
Finance and Insurance
5.01%
7
MLI
Mueller Industries Inc
Manufacturing
4.89%
8
CACC
Credit Acceptance Corp
Finance and Insurance
4.73%
9
ESNT
Essent Group Ltd.
Finance and Insurance
4.59%
10
DFIN
Donnelley Financial Solutions Inc
Professional, Scientific, and Technical Services
4.12%
View Top 10
View All 32 Holdings