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Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4ReportedManaged Assets$247.869MTotal holdings110
Assets growth rate-0.51%Assets growth rate (2-Q avg)10.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Planned Solutions, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Planned Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.869M in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 10.05%. The portfolio is managed by Catherine Dunnam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWNIshares Russell 2000 Value Etf
Recent Activity
Exited
0%
$152,307
913 shares@ $166.83 avg price
HOLXHologic Inc Com
Recent Activity
Exited
0%
$147,768
1,814 shares@ $81.46 avg price
DGXQuest Diagnostics Inc Com
Recent Activity
Exited
0%
$147,488
950 shares@ $155.26 avg price
TSMTaiwan Semiconductor Mfg Ltd Sponsored Ads
Recent Activity
Exited
0%
$146,404
843 shares@ $173.68 avg price
MATXMatson Inc Com
Recent Activity
Exited
0%
$145,472
1,020 shares@ $142.62 avg price
TPHTri Pointe Homes Inc Com
Recent Activity
Exited
0%
$144,992
3,200 shares@ $45.31 avg price
INGRIngredion Inc Com
Recent Activity
Exited
0%
$144,989
1,055 shares@ $137.44 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
Exited
0%
$144,571
3,190 shares@ $45.33 avg price
MDUMdu Res Group Inc Com
Recent Activity
Exited
0%
$143,903
5,250 shares@ $27.42 avg price
ELVElevance Health Inc Com
Recent Activity
Exited
0%
$143,000
275 shares@ $520.0 avg price