PPL
Pearl Planning LLC Portfolio holdings
AUM
$164M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$164M
AUM Growth
–
Holding
52
Top Buys
| 1 | +$25.6M | |
| 2 | +$17.1M | |
| 3 | +$14.7M | |
| 4 |
Vanguard Value ETF
VTV
|
+$14M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.11% |
| 2 | Communication Services | 0.6% |
| 3 | Industrials | 0.24% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Financials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.47T
| $229K | 0.14% |
+663
|
|
||
52
Alphabet (Google) Class C
GOOG
$4T
| $206K | 0.13% |
+657
|
|