PD

Planning Directions Portfolio holdings

AUM $192M
1-Year Est. Return 8.93%
This Quarter Est. Return
1 Year Est. Return
+8.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$9.55M
3 +$6.93M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3M

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 Change
in Stake
Capital Flow
51
$201K 0.2%
+1,285
52
$19K 0.02%
+21,482