CONSOLIDATED PLANNING CORP
CONSOLIDATED PLANNING CORP latest Q1_2021 13F filings reported $156,554,000 in market value on this 2021-05-05 report date . The portfolio quarterly return is 2.00%. This fund has 56 securities concentrations of 100% weights.
CONSOLIDATED PLANNING CORP largest holding is Vanguard Total Stock Market with weight of 44.28% and $69,321,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|