PF
Penney Financial Portfolio holdings
AUM
$261M
1-Year Est. Return
13.29%
This Fund
S&P 500
1 Year Est. Return
+13.29%
AUM
$261M
AUM Growth
+$1.5M
(+0.58%)
Holding
53
Top Buys
| 1 | +$1.46M | |
| 2 | +$817K | |
| 3 | +$790K | |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$666K |
| 5 |
Capital Group Municipal Income ETF
CGMU
|
+$580K |
Top Sells
| 1 | +$1.12M | |
| 2 | +$346K | |
| 3 | +$320K | |
| 4 |
Insperity
NSP
|
+$270K |
| 5 |
Visa
V
|
+$226K |
Sector Composition
| 1 | Technology | 1.13% |
| 2 | Energy | 0.86% |
| 3 | Industrials | 0.51% |
| 4 | Consumer Discretionary | 0.27% |
| 5 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$882B
| – | – |
-298
|
|
||
52
JPMorgan Chase
JPM
$829B
| – | – |
-658
|
|
||
53
Broadcom
AVGO
$2.02T
| – | – |
-1,000
|
|