PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M
2 +$4.94M
3 +$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.65%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$50K 0.06%
+220
227
$49.8K 0.06%
+133
228
$47.4K 0.06%
+479
229
$47.2K 0.06%
+1,458
230
$47.2K 0.06%
+1,076
231
$47.2K 0.06%
+85
232
$46.8K 0.06%
+562
233
$44.5K 0.05%
+337
234
$44.5K 0.05%
+5,029
235
$44.3K 0.05%
+55
236
$44K 0.05%
+17
237
$43.8K 0.05%
+143
238
$43.7K 0.05%
+282
239
$43.7K 0.05%
+4,237
240
$43.7K 0.05%
+1,010
241
$43.3K 0.05%
+559
242
$42.9K 0.05%
+104
243
$42.3K 0.05%
+327
244
$42K 0.05%
+458
245
$41.7K 0.05%
+720
246
$41.6K 0.05%
+11,652
247
$41.5K 0.05%
+870
248
$40.8K 0.05%
+467
249
$40.2K 0.05%
+462
250
$39.7K 0.05%
+28