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
$99M
AUM Growth
+$228K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$654K
2 +$268K
3 +$237K
4
EMR icon
Emerson Electric
EMR
+$225K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$215K

Sector Composition

1 Healthcare 14.84%
2 Consumer Staples 7.52%
3 Financials 5.24%
4 Industrials 2.83%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,406
77
-1,409
78
-3,235
79
-3,293