PA

Planning Alternatives Portfolio holdings

AUM $719M
1-Year Est. Return 13.89%
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$292K
3 +$287K
4
CSCO icon
Cisco
CSCO
+$281K
5
DIS icon
Walt Disney
DIS
+$243K

Top Sells

1 +$3.47M
2 +$1.82M
3 +$1.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$991K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.69%
3 Industrials 0.2%
4 Consumer Discretionary 0.19%
5 Utilities 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$158K 0.03%
11,651