PLFAM

Pineno Levin & Ford Asset Management Portfolio holdings

AUM $340M
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$448K
2 +$446K
3 +$398K
4
DIS icon
Walt Disney
DIS
+$371K
5
B
Barrick Mining
B
+$337K

Top Sells

1 +$583K
2 +$283K
3 +$200K
4
ACN icon
Accenture
ACN
+$180K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Healthcare 17.57%
2 Financials 16.7%
3 Technology 16.26%
4 Communication Services 10.95%
5 Industrials 10.35%