PCI
Planning Center Inc Portfolio holdings
AUM
$979M
1-Year Est. Return
12.81%
This Fund
S&P 500
1 Year Est. Return
+12.81%
AUM
$979M
AUM Growth
+$26.6M
(+2.8%)
Holding
77
Top Buys
| 1 | +$17.6M | |
| 2 | +$13M | |
| 3 | +$8.71M | |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$4.98M |
| 5 |
Dimensional Global Sustainability Fixed Income ETF
DFSB
|
+$1.3M |
Top Sells
| 1 | +$6.3M | |
| 2 | +$5.79M | |
| 3 | +$3.9M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$3.82M |
| 5 |
Dimensional International Value ETF
DFIV
|
+$3.51M |
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Industrials | 0.87% |
| 3 | Financials | 0.57% |
| 4 | Healthcare | 0.32% |
| 5 | Consumer Discretionary | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.2B
| $203K | 0.02% |
+423
|
|
||
77
Boeing
BA
$163B
| – | – |
-998
|
|