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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.92%
2 Healthcare 4.9%
3 Financials 1.42%
4 Communication Services 0.98%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$98.4K 0.07%
+183
77
$94.4K 0.07%
+2,925
78
$93.6K 0.07%
+878
79
$89K 0.07%
+3,010
80
$87.6K 0.07%
+1,480
81
$85.7K 0.06%
+1,192
82
$79.5K 0.06%
+449
83
$77.4K 0.06%
+1,514
84
$76.3K 0.06%
+134
85
$70.7K 0.05%
+215
86
$69.4K 0.05%
+370
87
$68.6K 0.05%
+117
88
$68.3K 0.05%
+875
89
$66.1K 0.05%
+1,041
90
$64.5K 0.05%
+509
91
$62.7K 0.05%
+467
92
$61.4K 0.05%
+145
93
$56.8K 0.04%
+1,310
94
$55.4K 0.04%
+150
95
$55.4K 0.04%
+720
96
$52K 0.04%
+1,301
97
$51.4K 0.04%
+666
98
$49.7K 0.04%
+234
99
$49.7K 0.04%
+1,920
100
$49.2K 0.04%
+220