PP
PDS Planning Portfolio holdings
AUM
$1.34B
This Quarter Return
-18.77%
1 Year Return
+14.79%
3 Year Return
+45.56%
5 Year Return
+81.82%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(-1.1%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
18.69%
Top 10 Holdings %
Top 10 Hldgs %
50.85%
Holding
114
New
10
Increased
70
Reduced
17
Closed
13
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$6.7M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.1M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.31M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.27M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.92M |
Top Sells
Sector Composition
| 1 | Healthcare | 10.49% |
| 2 | Financials | 4.2% |
| 3 | Consumer Staples | 3.51% |
| 4 | Industrials | 3.4% |
| 5 | Technology | 2.95% |
