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
$609M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$381K
3 +$223K
4
MSFT icon
Microsoft
MSFT
+$94.2K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$75.6K

Top Sells

1 +$3.96M
2 +$3.38M
3 +$285K
4
LULU icon
lululemon athletica
LULU
+$259K
5
VUG icon
Vanguard Growth ETF
VUG
+$257K

Sector Composition

1 Technology 2.02%
2 Consumer Staples 0.35%
3 Utilities 0.28%
4 Financials 0.27%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-507