PS
Pinney & Scofield Portfolio holdings
AUM $148M
This Quarter Return
+0.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$6.07M
(+4.6%)
Cap. Flow
+$8.34M
Cap. Flow
% of AUM
6.04%
Top 10 Holdings %
Top 10 Hldgs %
72.91%
Holding
226
New
1
Increased
49
Reduced
15
Closed
9
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$681K |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
+$211K |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$35.6K |
| 4 |
3M
MMM
|
+$28.4K |
| 5 |
CVS Health
CVS
|
+$20.3K |
Sector Composition
| 1 | Technology | 6.08% |
| 2 | Healthcare | 5% |
| 3 | Financials | 1.08% |
| 4 | Communication Services | 0.88% |
| 5 | Consumer Staples | 0.78% |
