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
$101M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$611K
2 +$444K
3 +$258K
4
ABBV icon
AbbVie
ABBV
+$220K
5
BA icon
Boeing
BA
+$212K

Top Sells

1 +$178K
2 +$155K
3 +$154K
4
BBWI icon
Bath & Body Works
BBWI
+$130K
5
AEP icon
American Electric Power
AEP
+$118K

Sector Composition

1 Healthcare 14.55%
2 Consumer Staples 7.32%
3 Financials 4.79%
4 Industrials 2.8%
5 Technology 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2K ﹤0.01%
1
77
-2,473
78
-2,838