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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
126
$31.9K 0.02%
472
127
$29.8K 0.02%
102
+1
128
$29.4K 0.02%
490
129
$28.9K 0.02%
150
130
$28.2K 0.02%
100
131
$27.8K 0.02%
200
132
$27.6K 0.02%
260
133
$27.2K 0.02%
873
134
$27K 0.02%
318
+1
135
$26.6K 0.02%
129
-4
136
$23.8K 0.01%
764
+3
137
$23.5K 0.01%
30
138
$23.2K 0.01%
541
139
$22.9K 0.01%
255
140
$22.3K 0.01%
666
-330
141
$21.6K 0.01%
288
142
$21.1K 0.01%
252
143
$20.9K 0.01%
335
144
$20.7K 0.01%
309
145
$20.3K 0.01%
226
146
$20.3K 0.01%
450
147
$19.7K 0.01%
35
148
$19K 0.01%
415
149
$18.9K 0.01%
445
+19
150
$18.9K 0.01%
135
4 5
6
7 8