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
$248M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.36M
3
+$3.11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
NVDA icon
NVIDIA
NVDA
+$2.66M

Top Sells

1
+$141K
2
+$127K
3
+$99.1K
4
V icon
Visa
V
+$56.4K
5
COST icon
Costco
COST
+$54.2K

Sector Composition

1 Technology 21.13%
2 Consumer Discretionary 18.7%
3 Financials 15.86%
4 Communication Services 7.5%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$223K 0.09%
+7,176
127
$217K 0.09%
+3,034
128
$186K 0.08%
+10,602
129
$138K 0.06%
+18,540
130
$122K 0.05%
+3,606
2 3 4 5
6