PD
Planning Directions Portfolio holdings
AUM
$198M
1-Year Est. Return
10.76%
This Fund
S&P 500
1 Year Est. Return
+10.76%
AUM
$198M
AUM Growth
+$6.86M
(+3.6%)
Holding
103
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.55M | |
| 3 | +$965K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$769K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$710K |
Top Sells
| 1 | +$465K | |
| 2 | +$444K | |
| 3 | +$332K | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$320K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$297K |
Sector Composition
| 1 | Technology | 9.32% |
| 2 | Consumer Discretionary | 1.29% |
| 3 | Financials | 1.03% |
| 4 | Consumer Staples | 0.69% |
| 5 | Industrials | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$211B
| – | – |
-610
|
|
||
102
Mastercard
MA
$468B
| – | – |
-370
|
|