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
$411M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$4.71M
2 +$4.64M
3 +$4.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.91M

Top Sells

1 +$295K
2 +$237K
3 +$236K
4
ABT icon
Abbott
ABT
+$235K
5
DUK icon
Duke Energy
DUK
+$232K

Sector Composition

1 Healthcare 6.79%
2 Technology 4.78%
3 Financials 3.83%
4 Consumer Discretionary 3.58%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-768
202
-6,045
203
-2,405