Plumb Balanced A (PLABX) is a Allocation--50% to 70% Equity fund with $67.08 Million in assets. The fund allocates 33.20% of its portfolio to its top 10 holdings.
The largest holding in the fund is NVIDIA Corp at 5.37% of total assets. This is followed by Alphabet Inc (3.49%) and Novo Nordisk A/S (3.57%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| NVIDIA Corp | 5.37% | - | - |
| Alphabet Inc | 3.49% | - | - |
| Novo Nordisk A/S | 3.57% | - | - |
| Microsoft Corp | 2.89% | - | - |
| MercadoLibre Inc | 2.88% | - | - |
| Visa Inc | 3.40% | - | - |
| Mastercard Inc | 3.20% | - | - |
| Eli Lilly Co | 2.82% | - | - |
| VSE Corp | 2.80% | - | - |
| Copart Inc | 2.78% | - | - |
| Amazon.com Inc | 3.37% | - | - |
| First American Government Obligations Fund | 3.35% | - | - |
| Apple Inc | 3.27% | - | - |
| American Express Co | 3.20% | - | - |