PD
Planning Directions Portfolio holdings
AUM
$178M
This Quarter Return
-1.19%
1 Year Return
+10.76%
3 Year Return
+36.4%
5 Year Return
+54.05%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.96%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Energy | 1.12% |
| 3 | Financials | 1.07% |
| 4 | Industrials | 1.06% |
| 5 | Healthcare | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$224B
| $201K | 0.2% |
+1,285
| New | +$201K |
|
52
CorMedix
CRMD
$1.11B
| $19K | 0.02% |
+107,409
| New | +$19K |
|