PS

Pinney & Scofield Portfolio holdings

AUM $176M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.36%
2 Healthcare 4.42%
3 Financials 0.99%
4 Communication Services 0.97%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.6K 0.01%
415
152
$17.5K 0.01%
75
153
$17.1K 0.01%
226
154
$16.7K 0.01%
426
+1
155
$14.5K 0.01%
181
156
$14.4K 0.01%
126
157
$14.1K 0.01%
210
158
$13.4K 0.01%
100
159
$13.4K 0.01%
5,000
160
$13.4K 0.01%
501
+6
161
$13.3K 0.01%
100
162
$13.1K 0.01%
300
163
$12.7K 0.01%
95
164
$12.5K 0.01%
472
165
$12.5K 0.01%
41
166
$12.3K 0.01%
292
-1,014
167
$12.2K 0.01%
50
168
$12.2K 0.01%
439
+2
169
$11.9K 0.01%
570
170
$11K 0.01%
132
171
$10.8K 0.01%
23
172
$10.6K 0.01%
52
173
$10.6K 0.01%
150
174
$10.1K 0.01%
25
175
$9.2K 0.01%
386
+1