PD
Planning Directions Portfolio holdings
AUM
$178M
This Quarter Return
-0.59%
1 Year Return
+10.76%
3 Year Return
+36.4%
5 Year Return
+54.05%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+0.39%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
65.52%
Holding
74
New
5
Increased
47
Reduced
16
Closed
2
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$859K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$308K |
| 3 |
Palo Alto Networks
PANW
|
$257K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$252K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$244K |
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$638K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$444K |
| 3 |
Norfolk Southern
NSC
|
$217K |
| 4 |
Coca-Cola
KO
|
$201K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$192K |
Sector Composition
| 1 | Technology | 5.33% |
| 2 | Consumer Discretionary | 2.47% |
| 3 | Consumer Staples | 1.6% |
| 4 | Communication Services | 0.94% |
| 5 | Healthcare | 0.57% |
