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Plumb Balanced Investor (PLBBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.95+0.03 (+0.08%)
At close: 08:00PM EDT

Overall Portfolio Composition (%)

Cash4.16%
Stocks66.23%
Bonds23.21%
Others0.00%
Preferred6.40%
Convertable0.00%

Sector Weightings (%)

Sector(s)
PLBBX
Basic Materials
0.00%
Consumer Cyclical
7.74%
Financial Services
15.70%
Real Estate
0.00%
Consumer Defensive
4.68%
Healthcare
11.20%
Utilities
0.00%
Communication Services
4.56%
Energy
9.70%
Industrials
8.06%
Technology
38.36%

Equity Holdings

AveragePLBBXCategory Average
Price/Earnings0.0323.62
Price/Book0.153.26
Price/Sales0.252.32
Price/Cashflow0.0515.57
Median Market Cap163,096.4297,816.96
3 Year Earnings Growth26.4315.47

Bond Holdings

AveragePLBBXCategory Average
Maturity9.655.72
Duration5.24.49
Credit QualityN/AN/A

Bond Ratings

Sector(s)PLBBX
US Government2.71%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 9 Holdings (28.99% of Total Assets)

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NameSymbol% Assets
NVIDIA CorpNVDA4.82%
Novo Nordisk A/S ADRNVO3.17%
Visa Inc Class AV3.16%
Microsoft CorpMSFT3.09%
Mastercard Inc Class AMA3.05%
Alphabet Inc Class AGOOGL3.02%
WEX IncWEX3.01%
Copart IncCPRT2.94%
MercadoLibre IncMELI2.72%