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
$135M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$971K
2 +$890K
3 +$566K
4
VT icon
Vanguard Total World Stock ETF
VT
+$270K
5
NVDA icon
NVIDIA
NVDA
+$249K

Top Sells

1 +$393K
2 +$290K
3 +$241K
4
MA icon
Mastercard
MA
+$216K
5
CMCSA icon
Comcast
CMCSA
+$211K

Sector Composition

1 Technology 6.57%
2 Consumer Discretionary 2.27%
3 Consumer Staples 1.49%
4 Healthcare 0.87%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,354
77
-622