WPIC

White Pine Investment Company Portfolio holdings

AUM $424M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.7M
3
+$1.24M
4
APA icon
APA Corp
APA
+$941K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$939K

Top Sells

1
+$3.96M
2
+$1.11M
3
+$264K
4
MSFT icon
Microsoft
MSFT
+$138K
5
MPC icon
Marathon Petroleum
MPC
+$117K

Sector Composition

1 Financials 21.9%
2 Technology 14.84%
3 Industrials 7.69%
4 Healthcare 7.01%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.13%
8,082
-70
52
$232K 0.11%
673
-29
53
$209K 0.1%
+1,350
54
– –
-453,603
55
– –
-123,334
1 2
3