PB

Prime Buchholz Portfolio holdings

AUM $182M
1-Year Est. Return 12.75%
This Quarter Est. Return
1 Year Est. Return
+12.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$114M
2 +$28M
3 +$22.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.3M
5
VV icon
Vanguard Large-Cap ETF
VV
+$12.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.13M 0.37%
+4,042
27
$1.1M 0.36%
+5,548
28
$1.04M 0.34%
+17,982
29
$866K 0.28%
+20,257
30
$467K 0.15%
+7,488
31
$345K 0.11%
+7,122