PL

Plancorp LLC Portfolio holdings

AUM $3.52B
1-Year Est. Return 22.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.7M
AUM Growth
+$565K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.62M
3
+$2.69M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.06M
5
POST icon
Post Holdings
POST
+$1.38M

Top Sells

1
+$1.72M
2
+$1.4M
3
+$1.38M
4
EPC icon
Edgewell Personal Care
EPC
+$1.35M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.24M

Sector Composition

1 Industrials 21.59%
2 Consumer Staples 12.07%
3 Materials 11.59%
4 Financials 6.67%
5 Real Estate 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
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