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
$107M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$6.87M
3
+$5.96M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.76M

Top Sells

1
+$7.68M
2
+$7.31M
3
+$5.91M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
FDLO icon
Fidelity Low Volatility Factor ETF
FDLO
+$4.77M

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 1.51%
3 Communication Services 1.15%
4 Consumer Staples 1.1%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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