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
$309M
AUM Growth
-$26K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$306K
2 +$214K
3 +$213K
4
MDB icon
MongoDB
MDB
+$205K
5
FIS icon
Fidelity National Information Services
FIS
+$202K

Top Sells

1 +$703K
2 +$395K
3 +$243K
4
ACN icon
Accenture
ACN
+$82.5K
5
COP icon
ConocoPhillips
COP
+$70.5K

Sector Composition

1 Financials 17.75%
2 Healthcare 16.32%
3 Technology 15.09%
4 Communication Services 12.07%
5 Industrials 10.94%