PP
Professional Planning Portfolio holdings
AUM
$209M
This Quarter Return
+0.65%
1 Year Return
+25.93%
3 Year Return
+99.93%
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(-17%)
Cap. Flow
-$42.3M
Cap. Flow
% of AUM
-20.65%
Top 10 Holdings %
Top 10 Hldgs %
53.96%
Holding
145
New
15
Increased
21
Reduced
79
Closed
25
Top Buys
Top Sells
| 1 |
PennyMac Financial
PFSI
|
$8.51M |
| 2 |
Apple
AAPL
|
$3.84M |
| 3 |
Amazon
AMZN
|
$2.97M |
| 4 |
Microsoft
MSFT
|
$1.84M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.69M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Consumer Discretionary | 19.43% |
| 3 | Financials | 13.42% |
| 4 | Communication Services | 8.43% |
| 5 | Consumer Staples | 3.8% |
