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
$131M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$2.09M
3 +$824K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$492K
5
VUG icon
Vanguard Growth ETF
VUG
+$415K

Top Sells

1 +$6.2M
2 +$1.83M
3 +$792K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$360K
5
TSLA icon
Tesla
TSLA
+$225K

Sector Composition

1 Technology 5.99%
2 Consumer Discretionary 2.11%
3 Consumer Staples 1.58%
4 Industrials 0.85%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,604