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
426
$254K 0.03%
+9,748
427
$254K 0.03%
+8,000
428
$254K 0.03%
+4,649
429
$253K 0.03%
+10,601
430
$252K 0.03%
+1,345
431
$252K 0.03%
+1,338
432
$249K 0.03%
+9,414
433
$247K 0.03%
+6,400
434
$246K 0.03%
+17,512
435
$244K 0.03%
+8,762
436
$244K 0.03%
+14,180
437
$242K 0.03%
+8,364
438
$241K 0.03%
+4,680
439
$240K 0.03%
+7,015
440
$240K 0.03%
+6,826
441
$240K 0.03%
+19,840
442
$240K 0.03%
+5,210
443
$238K 0.03%
+5,636
444
$238K 0.03%
+5,622
445
$237K 0.03%
+9,369
446
$236K 0.03%
+31,560
447
$235K 0.03%
+7,316
448
$233K 0.03%
+15,891
449
$232K 0.03%
+7,244
450
$230K 0.03%
+14,699
16 17
18
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