PLANNING DIRECTIONS INC Holdings

PLANNING DIRECTIONS INC is an investment fund managing more than 123.79M US dollars. The largest holdings include Vanguard Short-Term Bond Index Fund, Vanguard Dividend Appreciation Index Fund and Schwab U.S. Dividend Equity ETF. In Q3 2022 the fund bought assets of total value of 2M US dollars and sold assets of total value of 8.54M US dollars.

$123.78M

portfolio value

-5.14%

quarter

-18.66%

1 year

-1.92%

3 years

PLANNING DIRECTIONS INC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2018	6616000	5343000
Q3 2018	6203000	2369000
Q4 2018	-1824000	24682000
Q1 2019	9181000	6191000
Q2 2019	14964000	611000
Q3 2019	10875000	4964000
Q4 2019	3825000	171000
Q1 2020	60959000	98671000
Q2 2020	97896000	60710000
Q3 2020	7519000	1139000
Q4 2020	8501000	1089000
Q1 2021	4459000	862000
Q2 2021	10293000	582000
Q3 2021	3294000	2627000
Q4 2021	12593000	119000
Q1 2022	3094000	10940000
Q2 2022	3701000	14998000
Q3 2022	1995000	8537000

PLANNING DIRECTIONS INC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard Short-Term Bond Index Fund Portfolio share: 20.58% Portfolio value: 25.47M Avg. open price: $77.76 Current price: $75.66 P/L: -2.70% Sold -12.70% shares Q3 2022	share	20.58%	25.47M	$77.76	$75.66	-2.70%	Sold -12.70% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 10.80% Portfolio value: 13.36M Avg. open price: $142.07 Current price: $158.71 P/L: +11.71% Bought +6.29% shares Q3 2022	share	10.80%	13.36M	$142.07	$158.71	+11.71%	Bought +6.29% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 8.68% Portfolio value: 10.74M Avg. open price: $66.76 Current price: $79.01 P/L: +18.35% Bought +6.81% shares Q3 2022	share	8.68%	10.74M	$66.76	$79.01	+18.35%	Bought +6.81% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 7.00% Portfolio value: 8.66M Avg. open price: $78.01 Current price: $75.65 P/L: -3.02% Bought +14.39% shares Q3 2022	share	7.00%	8.66M	$78.01	$75.65	-3.02%	Bought +14.39% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 5.16% Portfolio value: 6.38M Avg. open price: $61.64 Current price: $147.81 P/L: +139.80% Bought +0.18% shares Q3 2022	share	5.16%	6.38M	$61.64	$147.81	+139.80%	Bought +0.18% shares Q3 2022
SPDR S&P Dividend ETF Portfolio share: 4.99% Portfolio value: 6.17M Avg. open price: $92.53 Current price: $131.57 P/L: +42.18% Bought +5.56% shares Q3 2022	share	4.99%	6.17M	$92.53	$131.57	+42.18%	Bought +5.56% shares Q3 2022
Vanguard Mega Cap Value Index Fund Portfolio share: 4.83% Portfolio value: 5.98M Avg. open price: $83.47 Current price: $106.52 P/L: +27.61% Bought +2.02% shares Q3 2022	share	4.83%	5.98M	$83.47	$106.52	+27.61%	Bought +2.02% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 2.94% Portfolio value: 3.64M Avg. open price: $144.75 Current price: $146 P/L: +0.86% Bought +21.72% shares Q3 2022	share	2.94%	3.64M	$144.75	$146	+0.86%	Bought +21.72% shares Q3 2022
Consumer Staples Select Sector SPDR Fund Portfolio share: 2.13% Portfolio value: 2.63M Avg. open price: $63.99 Current price: $77.19 P/L: +20.63% Bought +5.57% shares Q3 2022	share	2.13%	2.63M	$63.99	$77.19	+20.63%	Bought +5.57% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 2.07% Portfolio value: 2.56M Avg. open price: $211.69 Current price: $233.17 P/L: +10.15% Bought +6.01% shares Q3 2022	share	2.07%	2.56M	$211.69	$233.17	+10.15%	Bought +6.01% shares Q3 2022
Invesco S&P 500 Equal Weight Consumer Staples ETF Portfolio share: 1.90% Portfolio value: 2.35M Avg. open price: $147.7 Current price: $177.2 P/L: +19.97% Sold -2.15% shares Q3 2022	share	1.90%	2.35M	$147.7	$177.2	+19.97%	Sold -2.15% shares Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 1.51% Portfolio value: 1.86M Avg. open price: $60.78 Current price: $88.32 P/L: +45.32% Sold -4.42% shares Q3 2022	share	1.51%	1.86M	$60.78	$88.32	+45.32%	Sold -4.42% shares Q3 2022
Vanguard Mid-Cap Growth Index Fund Portfolio share: 1.36% Portfolio value: 1.68M Avg. open price: $175.5 Current price: $193.12 P/L: +10.04% Bought +11.41% shares Q3 2022	share	1.36%	1.68M	$175.5	$193.12	+10.04%	Bought +11.41% shares Q3 2022
ISHARES TR Portfolio share: 1.34% Portfolio value: 1.65M Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.93% shares Q3 2022	share	1.34%	1.65M	N/A	N/A	N/A	Sold -3.93% shares Q3 2022
Vanguard Health Care Index Fund Portfolio share: 1.32% Portfolio value: 1.63M Avg. open price: $206.1 Current price: $255.96 P/L: +24.19% Bought +0.23% shares Q3 2022	share	1.32%	1.63M	$206.1	$255.96	+24.19%	Bought +0.23% shares Q3 2022
First Trust Value Line Dividend Index Fund Portfolio share: 1.22% Portfolio value: 1.51M Avg. open price: $34.16 Current price: $41.35 P/L: +21.04% Sold -1.05% shares Q3 2022	share	1.22%	1.51M	$34.16	$41.35	+21.04%	Sold -1.05% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 1.22% Portfolio value: 1.51M Avg. open price: $61.32 Current price: $53.83 P/L: -12.21% Bought +2.94% shares Q3 2022	share	1.22%	1.51M	$61.32	$53.83	-12.21%	Bought +2.94% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 1.18% Portfolio value: 1.46M Avg. open price: $98.89 Current price: $142.57 P/L: +44.17% Bought +0.17% shares Q3 2022	share	1.18%	1.46M	$98.89	$142.57	+44.17%	Bought +0.17% shares Q3 2022
ISHARES INC Portfolio share: 1.16% Portfolio value: 1.43M Avg. open price: N/A Current price: N/A P/L: N/A Sold -10.51% shares Q3 2022	share	1.16%	1.43M	N/A	N/A	N/A	Sold -10.51% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 1.09% Portfolio value: 1.35M Avg. open price: $168.11 Current price: $216.85 P/L: +29.00% Bought +2.93% shares Q3 2022	share	1.09%	1.35M	$168.11	$216.85	+29.00%	Bought +2.93% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 1.04% Portfolio value: 1.29M Avg. open price: $123.31 Current price: $169.37 P/L: +37.35% Bought +1.81% shares Q3 2022	share	1.04%	1.29M	$123.31	$169.37	+37.35%	Bought +1.81% shares Q3 2022
iShares U.S. Healthcare ETF Portfolio share: 1.03% Portfolio value: 1.28M Avg. open price: $266.45 Current price: $291.18 P/L: +9.28% Bought +26.18% shares Q3 2022	share	1.03%	1.28M	$266.45	$291.18	+9.28%	Bought +26.18% shares Q3 2022
ISHARES TR Portfolio share: 0.92% Portfolio value: 1.13M Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.77% shares Q3 2022	share	0.92%	1.13M	N/A	N/A	N/A	Sold -5.77% shares Q3 2022
ISHARES TR Portfolio share: 0.81% Portfolio value: 997K Avg. open price: N/A Current price: N/A P/L: N/A Sold -42.29% shares Q3 2022	share	0.81%	997K	N/A	N/A	N/A	Sold -42.29% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.74% Portfolio value: 916K Avg. open price: $3,061.9 Current price: $94.13 P/L: -96.93% Bought +4.68% shares Q3 2022	share	0.74%	916K	$3,061.9	$94.13	-96.93%	Bought +4.68% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.71% Portfolio value: 884K Avg. open price: $116.69 Current price: $196.57 P/L: +68.46% Sold -16.12% shares Q3 2022	share	0.71%	884K	$116.69	$196.57	+68.46%	Sold -16.12% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.70% Portfolio value: 866K Avg. open price: $269.3 Current price: $374 P/L: +38.88% Bought +13.07% shares Q3 2022	share	0.70%	866K	$269.3	$374	+38.88%	Bought +13.07% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.61% Portfolio value: 754K Avg. open price: $195.18 Current price: $255.02 P/L: +30.66% Bought +3.72% shares Q3 2022	share	0.61%	754K	$195.18	$255.02	+30.66%	Bought +3.72% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.58% Portfolio value: 712K Avg. open price: $177.09 Current price: $273.4 P/L: +54.38% Bought +0.36% shares Q3 2022	share	0.58%	712K	$177.09	$273.4	+54.38%	Bought +0.36% shares Q3 2022
Beverages—Wineries & Distilleries Constellation Brands, Inc. Portfolio share: 0.57% Portfolio value: 705K Avg. open price: $174.64 Current price: $261.05 P/L: +49.48% Bought +0.23% shares Q3 2022	share	0.57%	705K	$174.64	$261.05	+49.48%	Bought +0.23% shares Q3 2022
Utilities Select Sector SPDR Fund Portfolio share: 0.57% Portfolio value: 703K Avg. open price: $70.13 Current price: $71.03 P/L: +1.28% Bought +199.83% shares Q3 2022	share	0.57%	703K	$70.13	$71.03	+1.28%	Bought +199.83% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 0.52% Portfolio value: 642K Avg. open price: $101.15 Current price: $91.02 P/L: -10.01% Bought +26.70% shares Q3 2022	share	0.52%	642K	$101.15	$91.02	-10.01%	Bought +26.70% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.47% Portfolio value: 579K Avg. open price: $36.46 Current price: $50.91 P/L: +39.63% Bought +0.71% shares Q3 2022	share	0.47%	579K	$36.46	$50.91	+39.63%	Bought +0.71% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.45% Portfolio value: 561K Avg. open price: $198.6 Current price: $327.99 P/L: +65.16% Bought +0.54% shares Q3 2022	share	0.45%	561K	$198.6	$327.99	+65.16%	Bought +0.54% shares Q3 2022
PIMCO Enhanced Low Duration Active Exchange-Traded Fund Portfolio share: 0.45% Portfolio value: 556K Avg. open price: N/A Current price: $94 P/L: N/A N/A Q3 2022	share	0.45%	556K	N/A	$94	N/A	N/A Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.40% Portfolio value: 497K Avg. open price: $133.65 Current price: $185.69 P/L: +38.93% Bought +0.43% shares Q3 2022	share	0.40%	497K	$133.65	$185.69	+38.93%	Bought +0.43% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.39% Portfolio value: 483K Avg. open price: $118.63 Current price: $214.84 P/L: +81.10% Bought +0.51% shares Q3 2022	share	0.39%	483K	$118.63	$214.84	+81.10%	Bought +0.51% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.38% Portfolio value: 469K Avg. open price: $140.42 Current price: $153.22 P/L: +9.12% Bought +6.22% shares Q3 2022	share	0.38%	469K	$140.42	$153.22	+9.12%	Bought +6.22% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.37% Portfolio value: 460K Avg. open price: $215 Current price: $216.05 P/L: +0.49% Sold -13.15% shares Q3 2022	share	0.37%	460K	$215	$216.05	+0.49%	Sold -13.15% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.35% Portfolio value: 437K Avg. open price: $70.29 Current price: $90.37 P/L: +28.56% Bought +0.48% shares Q3 2022	share	0.35%	437K	$70.29	$90.37	+28.56%	Bought +0.48% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.34% Portfolio value: 418K Avg. open price: $251.16 Current price: $182.87 P/L: -27.19% Bought +8.56% shares Q2 2022	share	0.34%	418K	$251.16	$182.87	-27.19%	Bought +8.56% shares Q2 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.32% Portfolio value: 401K Avg. open price: $60.83 Current price: $109.86 P/L: +80.61% Bought +0.11% shares Q3 2022	share	0.32%	401K	$60.83	$109.86	+80.61%	Bought +0.11% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.31% Portfolio value: 379K Avg. open price: $33.6 Current price: $35.86 P/L: +6.72% Sold -2.46% shares Q3 2022	share	0.31%	379K	$33.6	$35.86	+6.72%	Sold -2.46% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.27% Portfolio value: 339K Avg. open price: $99.34 Current price: $43.54 P/L: -56.17% Bought +0.26% shares Q3 2022	share	0.27%	339K	$99.34	$43.54	-56.17%	Bought +0.26% shares Q3 2022
Vanguard Utilities Index Fund Portfolio share: 0.26% Portfolio value: 325K Avg. open price: $148.86 Current price: $154.89 P/L: +4.05% Bought +4.68% shares Q2 2022	share	0.26%	325K	$148.86	$154.89	+4.05%	Bought +4.68% shares Q2 2022
VictoryShares US 500 Volatility Wtd ETF Portfolio share: 0.25% Portfolio value: 307K Avg. open price: $46.6 Current price: $70.94 P/L: +52.23% Sold -6.92% shares Q3 2022	share	0.25%	307K	$46.6	$70.94	+52.23%	Sold -6.92% shares Q3 2022
Closed-End Fund - Equity iShares US Consumer Discretionary ETF Portfolio share: 0.23% Portfolio value: 284K Avg. open price: $44.16 Current price: $63.2 P/L: +43.13% Sold -2.42% shares Q3 2022	share	0.23%	284K	$44.16	$63.2	+43.13%	Sold -2.42% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.23% Portfolio value: 283K Avg. open price: $240.39 Current price: $257 P/L: +6.91% Bought +14.68% shares Q3 2022	share	0.23%	283K	$240.39	$257	+6.91%	Bought +14.68% shares Q3 2022
SPDR S&P Aerospace & Defense ETF Portfolio share: 0.22% Portfolio value: 276K Avg. open price: $84.18 Current price: $112.83 P/L: +34.03% Bought +0.13% shares Q3 2022	share	0.22%	276K	$84.18	$112.83	+34.03%	Bought +0.13% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.22% Portfolio value: 275K Avg. open price: $134.05 Current price: $150.61 P/L: +12.36% Bought +0.28% shares Q3 2022	share	0.22%	275K	$134.05	$150.61	+12.36%	Bought +0.28% shares Q3 2022
Software—Infrastructure Palo Alto Networks, Inc. Portfolio share: 0.22% Portfolio value: 274K Avg. open price: $493.68 Current price: $172.69 P/L: -65.02% Bought +200.00% shares Q3 2022	share	0.22%	274K	$493.68	$172.69	-65.02%	Bought +200.00% shares Q3 2022
Vanguard Mega Cap Growth Index Fund Portfolio share: 0.22% Portfolio value: 272K Avg. open price: $219.53 Current price: $188.88 P/L: -13.96% Sold -4.35% shares Q3 2022	share	0.22%	272K	$219.53	$188.88	-13.96%	Sold -4.35% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.21% Portfolio value: 266K Avg. open price: $367.61 Current price: $408.71 P/L: +11.18% Bought +0.27% shares Q3 2022	share	0.21%	266K	$367.61	$408.71	+11.18%	Bought +0.27% shares Q3 2022
Utilities—Regulated Water Essential Utilities, Inc. Portfolio share: 0.21% Portfolio value: 258K Avg. open price: $49.48 Current price: $48.32 P/L: -2.34% Bought +0.42% shares Q3 2022	share	0.21%	258K	$49.48	$48.32	-2.34%	Bought +0.42% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.20% Portfolio value: 244K Avg. open price: $377.25 Current price: $406.91 P/L: +7.86% Bought +0.15% shares Q3 2022	share	0.20%	244K	$377.25	$406.91	+7.86%	Bought +0.15% shares Q3 2022
Invesco S&P MidCap Low Volatility ETF Portfolio share: 0.19% Portfolio value: 235K Avg. open price: $49.66 Current price: $55.67 P/L: +12.10% Sold -1.19% shares Q3 2022	share	0.19%	235K	$49.66	$55.67	+12.10%	Sold -1.19% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.18% Portfolio value: 228K Avg. open price: $92.66 Current price: $102.58 P/L: +10.71% Bought +2.22% shares Q3 2022	share	0.18%	228K	$92.66	$102.58	+10.71%	Bought +2.22% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.18% Portfolio value: 227K Avg. open price: $144.88 Current price: $99.43 P/L: -31.37% Sold -6.50% shares Q3 2022	share	0.18%	227K	$144.88	$99.43	-31.37%	Sold -6.50% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.18% Portfolio value: 225K Avg. open price: $76.98 Current price: $102.13 P/L: +32.67% Sold -30.53% shares Q3 2022	share	0.18%	225K	$76.98	$102.13	+32.67%	Sold -30.53% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.18% Portfolio value: 225K Avg. open price: $669.86 Current price: $194.86 P/L: -70.91% Sold -19.05% shares Q3 2022	share	0.18%	225K	$669.86	$194.86	-70.91%	Sold -19.05% shares Q3 2022
Invesco S&P 500 Equal Weight Utilities ETF Portfolio share: 0.18% Portfolio value: 224K Avg. open price: $92.06 Current price: $117.47 P/L: +27.61% Bought +0.53% shares Q3 2022	share	0.18%	224K	$92.06	$117.47	+27.61%	Bought +0.53% shares Q3 2022
GLOBAL X FDS Portfolio share: 0.18% Portfolio value: 221K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.15% shares Q3 2022	share	0.18%	221K	N/A	N/A	N/A	Bought +0.15% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.18% Portfolio value: 218K Avg. open price: $62.79 Current price: $64.35 P/L: +2.49% Bought +3.11% shares Q3 2022	share	0.18%	218K	$62.79	$64.35	+2.49%	Bought +3.11% shares Q3 2022
Vanguard Short-Term Treasury Index Fund Portfolio share: 0.17% Portfolio value: 208K Avg. open price: $61.35 Current price: $57.97 P/L: -5.51% Sold -16.21% shares Q3 2022	share	0.17%	208K	$61.35	$57.97	-5.51%	Sold -16.21% shares Q3 2022
Biotechnology CorMedix Inc. Portfolio share: 0.11% Portfolio value: 142K Avg. open price: N/A Current price: $4.45 P/L: N/A N/A Q2 2020	share	0.11%	142K	N/A	$4.45	N/A	N/A Q2 2020
Beverages—Non-Alcoholic The Alkaline Water Company Inc. Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $0.2 P/L: N/A N/A Q3 2022	share	0.00%	4K	N/A	$0.2	N/A	N/A Q3 2022
Food Distribution Sysco Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $74.6 Current price: $85.33 P/L: +14.38% Sold -100.00% shares Q3 2022	share	0.00%	0	$74.6	$85.33	+14.38%	Sold -100.00% shares Q3 2022
Vanguard Intermediate-Term Treasury Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $63.8 Current price: $59.52 P/L: -6.71% Sold -100.00% shares Q3 2022	share	0.00%	0	$63.8	$59.52	-6.71%	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Exelon Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $47.65 Current price: $41.45 P/L: -13.02% Sold -100.00% shares Q3 2022	share	0.00%	0	$47.65	$41.45	-13.02%	Sold -100.00% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $49.12 Current price: $40.67 P/L: -17.20% Sold -100.00% shares Q3 2022	share	0.00%	0	$49.12	$40.67	-17.20%	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Public Service Enterprise Group Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $60.92 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$60.92	N/A	Sold -100.00% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $138.68 Current price: $112.2 P/L: -19.09% Sold -100.00% shares Q3 2022	share	0.00%	0	$138.68	$112.2	-19.09%	Sold -100.00% shares Q3 2022

Showing TOP 72 PLANNING DIRECTIONS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of PLANNING DIRECTIONS INC?

The biggest position of the PLANNING DIRECTIONS INC is Vanguard Short-Term Bond Index Fund (BSV) with 20.58% portfolio share worth of 25.48M US dollars.

Top 5 PLANNING DIRECTIONS's holdings represent 52.21% of the portfolio:

Vanguard Short-Term Bond Index Fund (BSV) – 20.58%
Vanguard Dividend Appreciation Index Fund (VIG) – 10.8%
Schwab U.S. Dividend Equity ETF (SCHD) – 8.68%
Vanguard Short-Term Corporate Bond Index Fund (VCSH) – 7%
Apple Inc. (AAPL) – 5.16%

Who is the portfolio manager of PLANNING DIRECTIONS INC?

The portfolio manager of the PLANNING DIRECTIONS INC is .

What is the total asset value of the PLANNING DIRECTIONS INC portfolio?

PLANNING DIRECTIONS INC total asset value (portfolio value) is 123.79M US dollars.

Who is ?

is the portfolio manager of the PLANNING DIRECTIONS INC.

What is (PLANNING DIRECTIONS INC) fund performance?

PLANNING DIRECTIONS's quarterly performance is -5.14%, annualy -18.66%. In the past 3 years, the value of 's portfolio has decreased by -2%.

What is the PLANNING DIRECTIONS INC CIK?

PLANNING DIRECTIONS's Central Index Key is 0000821103 .