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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
151
$18K 0.01%
150
+50
152
$17.3K 0.01%
550
153
$17K 0.01%
100
154
$16.1K 0.01%
300
155
$15.8K 0.01%
80
156
$15.2K 0.01%
181
157
$14.6K 0.01%
410
158
$14.6K 0.01%
41
159
$14.1K 0.01%
100
160
$14K 0.01%
150
161
$13.6K 0.01%
506
+5
162
$13K 0.01%
126
163
$13K 0.01%
292
164
$13K 0.01%
50
165
$12.9K 0.01%
442
+3
166
$12.5K 0.01%
95
167
$11.2K 0.01%
52
168
$10.9K 0.01%
23
169
$10.9K 0.01%
132
170
$10.8K 0.01%
472
171
$10.3K 0.01%
136
+51
172
$9.96K 0.01%
387
+1
173
$9.3K 0.01%
130
174
$9.27K 0.01%
360
175
$9.25K 0.01%
570
5 6
7
8 9