NPC

National Planning Corporation Portfolio holdings

AUM $726K
1-Year Est. Return 14.28%
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$807M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$21.2M
3
+$19.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.9M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.88%
2 Consumer Staples 4.61%
3 Technology 3.14%
4 Healthcare 2.9%
5 Financials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$502K 0.06%
+6,546
277
$502K 0.06%
+14,676
278
$501K 0.06%
+36,955
279
$501K 0.06%
+79,266
280
$499K 0.06%
+121,450
281
$497K 0.06%
+27,764
282
$497K 0.06%
+12,391
283
$496K 0.06%
+11,624
284
$492K 0.06%
+10,760
285
$488K 0.06%
+14,317
286
$488K 0.06%
+32,771
287
$485K 0.06%
+7,232
288
$481K 0.06%
+8,848
289
$479K 0.06%
+16,321
290
$474K 0.06%
+23,926
291
$471K 0.06%
+13,888
292
$469K 0.06%
+6,691
293
$467K 0.06%
+10,639
294
$465K 0.06%
+7,882
295
$465K 0.06%
+15,136
296
$463K 0.06%
+29,000
297
$462K 0.06%
+16,724
298
$460K 0.06%
+18,604
299
$458K 0.06%
+5,827
300
$455K 0.06%
+11,370
10 11
12
13 14