PS

Pinney & Scofield Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Sells

1 +$111K
2 +$93.7K
3 +$91.3K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$64.9K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$61K

Sector Composition

1 Technology 6.36%
2 Healthcare 4.42%
3 Financials 0.99%
4 Communication Services 0.97%
5 Industrials 0.71%