WPIC

White Pine Investment Company Portfolio holdings

AUM $421M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$1.55M
3 +$603K
4
BND icon
Vanguard Total Bond Market
BND
+$325K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$244K

Top Sells

1 +$2.33M
2 +$323K
3 +$155K
4
UNM icon
Unum
UNM
+$94.7K
5
MRK icon
Merck
MRK
+$40K

Sector Composition

1 Financials 19.87%
2 Technology 15.62%
3 Communication Services 10.45%
4 Energy 10.16%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.14%
+3,858
52
$158K 0.11%
824
-72
53
$21K 0.01%
+500
54
-6,750