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PP

PDS Planning Portfolio holdings

AUM $1.52B
1-Year Est. Return 18.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.86M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.85M

Top Sells

1
+$1.62M
2
+$926K
3
+$659K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$532K
5
ULTY icon
YieldMax Ultra Option Income Strategy ETF
ULTY
+$413K

Sector Composition

1 Technology 10.72%
2 Financials 7.08%
3 Healthcare 5.4%
4 Communication Services 3.14%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JMIA
526
Jumia Technologies
JMIA
$905M
$182K 0.01%
14,552
MTB icon
527
M&T Bank
MTB
$33B
$181K 0.01%
900
-4
ICL icon
528
ICL Group
ICL
$7.22B
$169K 0.01%
29,380
-1,769
HLN icon
529
Haleon
HLN
$40.3B
$168K 0.01%
16,654
-1,864
CX icon
530
Cemex
CX
$17.4B
$152K 0.01%
13,196
-1,014
PSO icon
531
Pearson
PSO
$9.29B
$151K 0.01%
+10,727
BBD icon
532
Banco Bradesco
BBD
$35.2B
$124K 0.01%
37,354
GRAB icon
533
Grab
GRAB
$13.5B
$122K 0.01%
24,405
-162
LUMN icon
534
Lumen
LUMN
$8.73B
$111K 0.01%
14,308
+252
UGP icon
535
Ultrapar
UGP
$5.19B
$107K 0.01%
28,286
+76
WEN icon
536
Wendy's
WEN
$1.28B
$99.4K 0.01%
11,932
-961
GSEW icon
537
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.82B
$97.1K 0.01%
+1,141
NEOG icon
538
Neogen
NEOG
$2.02B
$93.4K 0.01%
+13,367
SSL icon
539
Sasol
SSL
$8.66B
$92.9K 0.01%
14,269
+1,893
CFFN icon
540
Capitol Federal Financial
CFFN
$990M
$90.7K 0.01%
13,319
NIO icon
541
NIO
NIO
$13.2B
$90.1K 0.01%
17,672
-2,900
CIG icon
542
CEMIG Preferred Shares
CIG
$5.95B
$83.4K 0.01%
41,721
AKBA icon
543
Akebia Therapeutics
AKBA
$247M
$80.5K 0.01%
50,000
MPT
544
Medical Properties Trust
MPT
$3.01B
$75.4K 0.01%
15,082
+61
RXRX icon
545
Recursion Pharmaceuticals
RXRX
$1.71B
$56K ﹤0.01%
13,688
RC
546
Ready Capital
RC
$278M
$49.4K ﹤0.01%
+22,668
TEF
547
DELISTED
Telefonica
TEF
$47.6K ﹤0.01%
11,748
+210
ENIC icon
548
Enel Chile
ENIC
$5.82B
$43.5K ﹤0.01%
10,821
+84
BDN
549
Brandywine Realty Trust
BDN
$570M
$42.4K ﹤0.01%
14,529
+1,974
ABEV icon
550
Ambev
ABEV
$48.6B
$37K ﹤0.01%
14,989
-437
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