PD
Planning Directions Portfolio holdings
AUM
$178M
This Quarter Return
+4.73%
1 Year Return
+10.76%
3 Year Return
+36.4%
5 Year Return
+54.05%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+3.9%)
Cap. Flow
+$2.95K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
67.1%
Holding
60
New
7
Increased
31
Reduced
18
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$452K |
| 2 |
Constellation Brands
STZ
|
$277K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$237K |
| 4 |
IBM
IBM
|
$221K |
| 5 |
Amazon
AMZN
|
$220K |
Top Sells
| 1 |
PNC Financial Services
PNC
|
$753K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$680K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$330K |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$262K |
| 5 |
Charles Schwab
SCHW
|
$240K |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Industrials | 1.53% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Energy | 0.99% |
| 5 | Communication Services | 0.83% |
