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National Planning Corp

Portfolio Profile

CIK: 0001492262 | SANTA MONICA, CA

$0
AUM
1
Positions
0%
Top 10 Conc.
0%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1None0$00.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified98.28%0%-98.28%
Financial Services1.72%0%-1.72%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Large Cap1.72%0%-1.72%
Unclassified98.28%0%-98.28%

AUM History

$1.1M | 646 pos.
$1.1M | 620 pos.
$1.7M | 729 pos.
$2.6M | 645 pos.
$3.7M | 666 pos.
$1.3M | 658 pos.
$1.3M | 694 pos.
$14.2M | 706 pos.
$14.9M | 737 pos.
$1.2M | 705 pos.
$726.4K | 46 pos.
$0 | 1 pos.
Q2
15
Q3
15
Q4
15
Q1
16
Q2
16
Q3
16
Q4
16
Q1
17
Q2
17
Q3
17
Q4
17
Q1
18

Recent Activity

Quarter-over-quarter position changes

1
New
46
Closed
0
Increased
0
Decreased
0
Unchanged