Plumb Balanced Institutional (PLIBX) - 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. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
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% | - | - |
| NVIDIA CORP | 6.51% | - | - |
| ALPHABET INC-A | 4.36% | - | - |
| MICROSOFT CORP | 2.75% | - | - |
| MASTERCARD INC-A | 3.11% | - | - |
| VSE CORP | 3.71% | - | - |
| MERCADOLIBRE INC | 2.95% | - | - |
| VISA INC-CLASS A | 3.04% | - | - |
| AMAZON.COM INC | 3.17% | - | - |
| AMERICAN EXPRESS | 3.42% | - | - |
| AAR CORP | 4.22% | - | - |
| APPLE INC | 2.83% | - | - |
| MODINE MFG CO | 4.34% | - | - |
| FRST AM-GV OB-X | 2.79% | - | - |
| ADV MICRO DEVICE | 5.32% | - | - |
| TAIWAN SEMIC-ADR | 3.53% | - | - |