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
126
$26.9K 0.02%
+472
127
$26.6K 0.02%
+211
128
$26.2K 0.02%
+137
129
$26.1K 0.02%
+100
130
$25.9K 0.02%
+260
131
$25.7K 0.02%
+101
132
$25.5K 0.02%
+450
133
$24.9K 0.02%
+35
134
$24.8K 0.02%
+410
135
$24.3K 0.02%
+314
136
$23.4K 0.02%
+490
137
$22.5K 0.02%
+758
138
$22.5K 0.02%
+287
139
$21K 0.02%
+684
140
$20.9K 0.02%
+150
141
$20.6K 0.02%
+550
142
$20.4K 0.02%
+255
143
$20.4K 0.02%
+176
144
$20K 0.02%
+996
145
$19.9K 0.02%
+200
146
$19.8K 0.02%
+226
147
$19.7K 0.02%
+100
148
$19.5K 0.01%
+1,842
149
$18.9K 0.01%
+472
150
$17.9K 0.01%
+538