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
$147M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.11M
3 +$1.02M
4
HME
HOME PROPERTIES, INC
HME
+$947K
5
PCH icon
PotlatchDeltic
PCH
+$705K

Top Sells

1 +$2.63M
2 +$1.12M
3 +$92.4K
4
NEE icon
NextEra Energy
NEE
+$61.7K
5
JPM icon
JPMorgan Chase
JPM
+$51.6K

Sector Composition

1 Healthcare 17.72%
2 Financials 15.65%
3 Consumer Staples 13.76%
4 Energy 11.43%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$186K 0.13%
4,899
77
-31,095
78
-71,115