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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
CPRTCopart Inc Com
Recent Activity
Exited
0%
$113,184
2,160 shares@ $52.4 avg price
ROPRoper Technologies Inc Com
Recent Activity
Exited
0%
$112,957
203 shares@ $556.44 avg price
FFBCFirst Finl Bancorp Oh Com
Recent Activity
Exited
0%
$111,390
4,415 shares@ $25.23 avg price
PEPPepsico Inc Com
Recent Activity
Exited
0%
$110,362
649 shares@ $170.05 avg price
URIUnited Rentals Inc Com
Recent Activity
Exited
0%
$109,314
135 shares@ $809.74 avg price
FNDBSchwab Fundamental U.s. Broad Market Etf
Recent Activity
Exited
0%
$108,018
1,535 shares@ $70.38 avg price
PVHPvh Corporation Com
Recent Activity
Exited
0%
$107,384
1,065 shares@ $100.84 avg price
LYBLyondellbasell Industries N V Shs - A -
Recent Activity
Exited
0%
$106,929
1,115 shares@ $95.91 avg price
EEMIshares Msci Emerging Markets Etf
Recent Activity
Exited
0%
$106,625
2,325 shares@ $45.87 avg price
PWVInvesco Large Cap Value Etf
Recent Activity
Exited
0%
$106,436
1,825 shares@ $58.33 avg price