PCI
Planning Center Inc Portfolio holdings
AUM
$904M
1-Year Est. Return
8.82%
1 Year Est. Return
+8.82%
AUM
$904M
AUM Growth
+$59.5M
(+7%)
Holding
76
Top Buys
| 1 | +$6.48M | |
| 2 | +$2.91M | |
| 3 | +$2.58M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.25M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$1.87M |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.41M | |
| 3 | +$1.14M | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$1.08M |
| 5 |
Amazon
AMZN
|
+$601K |
Sector Composition
| 1 | Technology | 1.35% |
| 2 | Industrials | 1% |
| 3 | Financials | 0.59% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Healthcare | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 500 Value ETF
IVE
$42.5B
| – | – |
-1,261
|
|