PS

Pinney & Scofield Portfolio holdings

AUM $161M
1-Year Est. Return 10.26%
This Quarter Est. Return
1 Year Est. Return
+10.26%
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 +$1.79M
2 +$1.23M
3 +$931K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$772K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$316K

Top Sells

1 +$1.44M
2 +$517K
3 +$253K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$82K
5
KR icon
Kroger
KR
+$58.9K

Sector Composition

1 Technology 6.66%
2 Healthcare 3.98%
3 Communication Services 1.03%
4 Financials 0.96%
5 Consumer Discretionary 0.7%