PL
Plancorp LLC Portfolio holdings
AUM
$2.89B
1-Year Return
13.99%
This Quarter Return
+8.85%
1 Year Return
+13.99%
3 Year Return
+53.54%
5 Year Return
+86.93%
10 Year Return
+179.85%
AUM
$2.89B
AUM Growth
+$364M
(+14%)
Cap. Flow
+$158M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
391
New
30
Increased
184
Reduced
116
Closed
16
Top Buys
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$13.6M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$7.88M |
| 3 |
Prologis
PLD
|
$5.55M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$3.89M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$3.37M |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Financials | 2.71% |
| 3 | Industrials | 2.22% |
| 4 | Materials | 1.4% |
| 5 | Healthcare | 1.34% |
