PCI

Planning Center Inc Portfolio holdings

AUM $904M
1-Year Est. Return 8.82%
This Quarter Est. Return
1 Year Est. Return
+8.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$26.7M
3 +$16.7M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.91M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.4%
2 Technology 4.64%
3 Consumer Discretionary 3.33%
4 Financials 3.04%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.16%
+1,353