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
$58.7M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$802K
2 +$667K
3 +$595K
4
MA icon
Mastercard
MA
+$454K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$277K

Sector Composition

1 Financials 26.47%
2 Technology 14.05%
3 Consumer Discretionary 10.64%
4 Communication Services 9.94%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$380K 0.65%
12,169
-2,395
27
$230K 0.39%
+5,505
28
$214K 0.36%
+95,601
29
-3,396