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
351
$351K 0.04%
+10,881
352
$350K 0.04%
+17,998
353
$350K 0.04%
+9,358
354
$349K 0.04%
+5,258
355
$347K 0.04%
+2,297
356
$342K 0.04%
+23,804
357
$342K 0.04%
+4,495
358
$340K 0.04%
+14,340
359
$337K 0.04%
+5,190
360
$335K 0.04%
+13,634
361
$335K 0.04%
+8,074
362
$334K 0.04%
+9,151
363
$334K 0.04%
+6,496
364
$331K 0.04%
+7,421
365
$331K 0.04%
+2,955
366
$330K 0.04%
+29,800
367
$330K 0.04%
+39,373
368
$329K 0.04%
+3,599
369
$329K 0.04%
+9,975
370
$329K 0.04%
+8,208
371
$328K 0.04%
+5,760
372
$327K 0.04%
+7,686
373
$326K 0.04%
+5,304
374
$324K 0.04%
+6,375
375
$321K 0.04%
+13,556
13 14
15
16 17