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
$158M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$328K
2 +$309K
3 +$237K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$205K
5
MCD icon
McDonald's
MCD
+$200K

Sector Composition

1 Healthcare 11.34%
2 Financials 4.19%
3 Industrials 4.02%
4 Consumer Staples 3.95%
5 Technology 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$106K 0.07%
1,897
-16
102
$56K 0.04%
12,000
103
$35K 0.02%
11,313
+111
104
$32K 0.02%
11,935
105
-893
106
-932
107
-624
108
-2,781