PP

Professional Planning Portfolio holdings

AUM $209M
1-Year Est. Return 25.93%
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.16M
2 +$5.76M
3 +$5.63M
4
AAPL icon
Apple
AAPL
+$5.61M
5
BA icon
Boeing
BA
+$4.57M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.15%
2 Technology 14.22%
3 Communication Services 13.29%
4 Consumer Discretionary 11.4%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$255K 0.47%
+3,396