PP

PDS Planning Portfolio holdings

AUM $1.45B
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$5.47M
3
+$5.2M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.84M

Top Sells

1
+$2.47M
2
+$2.18M
3
+$2.12M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$294K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$290K

Sector Composition

1 Healthcare 8.31%
2 Technology 6.1%
3 Financials 2.85%
4 Industrials 2.67%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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