Plumb Equity Fund Institutional Shares (PLIEX) - Large Growth fund with $23.58 Million in assets. The fund allocates 52.16% 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 10.78% of total assets. This is followed by elf Beauty Inc (4.58%) and Alphabet Inc (6.04%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| NVIDIA Corp | 10.78% | - | - |
| elf Beauty Inc | 4.58% | - | - |
| Alphabet Inc | 6.04% | - | - |
| Novo Nordisk A/S | 4.73% | - | - |
| MercadoLibre Inc | 4.30% | - | - |
| Microsoft Corp | 4.23% | - | - |
| Adobe Inc | 4.26% | - | - |
| Intuitive Surgical Inc | 5.14% | - | - |
| Eli Lilly Co | 3.79% | - | - |
| Autodesk Inc | 4.31% | - | - |
| First American Government Obligations Fund | 5.62% | - | - |
| Visa Inc | 4.61% | - | - |
| Mastercard Inc | 4.42% | - | - |
| Apple Inc | 4.34% | - | - |
| NVIDIA CORP | 12.80% | - | - |
| ALPHABET INC-A | 7.67% | - | - |
| VSE CORP | 5.22% | - | - |
| MICROSOFT CORP | 4.35% | - | - |
| VISA INC-CLASS A | 4.41% | - | - |
| ADV MICRO DEVICE | 5.60% | - | - |
| MERCADOLIBRE INC | 4.18% | - | - |
| AUTODESK INC | 3.87% | - | - |
| MASTERCARD INC-A | 4.11% | - | - |
| AMERICAN EXPRESS | 4.23% | - | - |
| APPLE INC | 4.00% | - | - |