PCI
Planning Center Inc Portfolio holdings
AUM
$904M
This Quarter Return
+4.85%
1 Year Return
+8.82%
3 Year Return
+42.74%
5 Year Return
–
10 Year Return
–
AUM
$812M
AUM Growth
+$812M
(+6.1%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
78.54%
Holding
74
New
9
Increased
34
Reduced
11
Closed
1
Top Buys
Top Sells
| 1 |
UnitedHealth
UNH
|
$1.04M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$632K |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
$465K |
| 4 |
Boeing
BA
|
$236K |
| 5 |
Deere & Co
DE
|
$233K |
Sector Composition
| 1 | Technology | 1.58% |
| 2 | Industrials | 0.95% |
| 3 | Financials | 0.64% |
| 4 | Consumer Discretionary | 0.43% |
| 5 | Healthcare | 0.38% |
