PL
Plancorp LLC Portfolio holdings
AUM
$2.89B
This Quarter Return
+4.48%
1 Year Return
+13.99%
3 Year Return
+53.54%
5 Year Return
+86.93%
10 Year Return
+179.85%
AUM
$1.78B
AUM Growth
+$1.78B
(+4.9%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
69.96%
Holding
259
New
25
Increased
91
Reduced
85
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10.7M |
| 2 |
Comcast
CMCSA
|
$4.05M |
| 3 |
Apple
AAPL
|
$2.05M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.51M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.36M |
Top Sells
| 1 |
Dimensional US Equity ETF
DFUS
|
$3.41M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.58M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$1.91M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$1.72M |
| 5 |
Avantis International Equity ETF
AVDE
|
$1.02M |
Sector Composition
| 1 | Industrials | 2.87% |
| 2 | Technology | 2% |
| 3 | Healthcare | 1.87% |
| 4 | Materials | 1.34% |
| 5 | Financials | 1.28% |
