PL
Plancorp LLC Portfolio holdings
AUM
$2.89B
This Quarter Return
+7.48%
1 Year Return
+13.99%
3 Year Return
+53.54%
5 Year Return
+86.93%
10 Year Return
+179.85%
AUM
$1.58B
AUM Growth
+$1.58B
(+9%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
73.23%
Holding
248
New
11
Increased
121
Reduced
65
Closed
4
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
$6.19M |
| 2 |
First Busey Corp
BUSE
|
$4.78M |
| 3 |
Dimensional International Value ETF
DFIV
|
$4.48M |
| 4 |
Emerson Electric
EMR
|
$3.55M |
| 5 |
Avantis International Large Cap Value ETF
AVIV
|
$1.86M |
Top Sells
| 1 |
Dimensional US Equity ETF
DFUS
|
$3.93M |
| 2 |
Zoom
ZM
|
$3.31M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$1.61M |
| 4 |
Microsoft
MSFT
|
$1.41M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$984K |
Sector Composition
| 1 | Industrials | 3.35% |
| 2 | Technology | 2.39% |
| 3 | Financials | 1.92% |
| 4 | Healthcare | 1.89% |
| 5 | Materials | 1.67% |
