PP
Professional Planning Portfolio holdings
AUM
$209M
1-Year Est. Return
25.93%
This Fund
S&P 500
1 Year Est. Return
+25.93%
AUM
$209M
AUM Growth
-$8.38M
(-3.8%)
Holding
135
Top Buys
| 1 | +$670K | |
| 2 | +$402K | |
| 3 | +$392K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$360K |
| 5 |
Goldman Sachs
GS
|
+$294K |
Top Sells
| 1 | +$2.98M | |
| 2 | +$996K | |
| 3 | +$967K | |
| 4 |
Amazon
AMZN
|
+$880K |
| 5 |
Microsoft
MSFT
|
+$757K |
Sector Composition
| 1 | Technology | 23.06% |
| 2 | Consumer Discretionary | 19.2% |
| 3 | Financials | 13.23% |
| 4 | Communication Services | 8.27% |
| 5 | Healthcare | 4.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Alibaba
BABA
$291B
| – | – |
-1,283
|
|
||
127
Baidu
BIDU
$37.8B
| – | – |
-1,258
|
|
||
128
State Street SPDR S&P Regional Banking ETF
KRE
$4.14B
| – | – |
-15,212
|
|
||
129
Trade Desk
TTD
$10.5B
| – | – |
-8,650
|
|
||
130
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| – | – |
-4,177
|
|
||
131
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
| – | – |
-1,663
|
|
||
|
ATVI
132
DELISTED
Activision Blizzard
ATVI
| – | – |
-2,581
|
|
||
133
Global X Video Games & Esports ETF
HERO
$80.6M
| – | – |
-6,995
|
|
||
134
Roku
ROKU
$14.4B
| – | – |
-574
|
|
||
135
AT&T
T
$198B
| – | – |
-11,940
|
|