PL
Plancorp LLC Portfolio holdings
AUM
$3.31B
1-Year Est. Return
19.95%
This Fund
S&P 500
1 Year Est. Return
+19.95%
AUM
$253M
AUM Growth
+$2.6M
(+1%)
Holding
180
Top Buys
| 1 | +$1.02M | |
| 2 | +$982K | |
| 3 | +$606K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$450K |
| 5 |
Williams Companies
WMB
|
+$371K |
Top Sells
| 1 | +$3.8M | |
| 2 | +$2.44M | |
| 3 | +$1.34M | |
| 4 |
Eversource Energy
ES
|
+$634K |
| 5 |
DNP Select Income Fund
DNP
|
+$523K |
Sector Composition
| 1 | Industrials | 17.74% |
| 2 | Healthcare | 8.88% |
| 3 | Financials | 8.36% |
| 4 | Energy | 5.91% |
| 5 | Consumer Staples | 5.82% |