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Pinney & Scofield Portfolio holdings

AUM $185M
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.22M
3
+$914K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$756K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$308K

Top Sells

1
+$1.44M
2
+$459K
3
+$253K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$79.9K
5
KR icon
Kroger
KR
+$60.9K

Sector Composition

1 Technology 6.66%
2 Healthcare 3.98%
3 Communication Services 1.03%
4 Financials 0.96%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.06%
3,010
77
$97.7K 0.06%
878
78
$88.3K 0.05%
409
79
$83.8K 0.05%
1,514
80
$83.2K 0.05%
1,043
+1
81
$79.9K 0.05%
134
82
$79.1K 0.05%
852
83
$77.9K 0.05%
117
84
$76.6K 0.05%
10,000
85
$74.5K 0.05%
245
-5
86
$72.5K 0.05%
509
87
$72.4K 0.05%
220
88
$71K 0.04%
467
89
$68K 0.04%
370
90
$67.1K 0.04%
2,883
+219
91
$63.3K 0.04%
150
92
$62K 0.04%
189
+111
93
$60.9K 0.04%
248
-6
94
$59.9K 0.04%
1,310
95
$58.9K 0.04%
874
-874
96
$57.2K 0.04%
1,301
97
$54K 0.03%
381
98
$53.8K 0.03%
1,928
+3
99
$53.5K 0.03%
330
100
$53.4K 0.03%
330
+140
2 3
4
5 6