PLANNING DIRECTIONS INC

HTTP://WWW.COMMONCENTSPLANNING.COM GLEN MILLS, PA Investment Advisor How do I update this listing?

Planning Directions is based out of Glen Mills. Planning Directions is a large advisory firm with 341 clients and discretionary assets under management (AUM) of $304,404,318 (Form ADV from 2021-03-02). Their last reported 13F filing for Q1 2021 included $127,093,000 in managed 13F securities and a top 10 holdings concentration of 67.04%. Planning Directions's largest holding is Vanguard Short-Term Bond ETF with shares held of 410,156. Whalewisdom has at least 13 13F filings

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03/31/2021

13F Activity

  • Market Value $127.093 Million
  • Prior Market Value $123.4 Million
  • New Purchases3 stocks
  • Additional Purchases29 stocks
  • Sold out of0 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 67.04 %
  • Turnover % [1]:4.76%
  • Turnover Alt % [2]: 1.66 %
  • Time Held Top20:4.05 quarters
  • Time Held Top10:4.80 quarters
  • Time Held All:8.94 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 7.38%
Performance Last 4 Quarters: 9.18%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PLANNING DIRECTIONS, INC.
239 BALTIMORE PIKE
GLEN MILLS PA    19342-1127
Country: United States

Business Phone: 610-361-0865
Fax: 610-361-0869
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 341
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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PLANNING DIRECTIONS, INC.

ownership team - last updated 2021-03-02
Name Title Start Date Direct/Indirect % Ownership
DUNBAR, FREDERICK, JOHN PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
PLANNING DIRECTIONS, INC. PRESIDENT direct 2003-03-01
PLANNING DIRECTIONS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-03-01

PLANNING DIRECTIONS, INC.

ownership team - last updated 2020-08-26
Name Title Start Date Direct/Indirect % Ownership
DUNBAR, FREDERICK, JOHN PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
PLANNING DIRECTIONS, INC. PRESIDENT direct 2003-03-01
PLANNING DIRECTIONS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-03-01

PLANNING DIRECTIONS, INC.

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
DUNBAR, FREDERICK, JOHN PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
PLANNING DIRECTIONS, INC. PRESIDENT direct 2003-03-01
PLANNING DIRECTIONS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-03-01

PLANNING DIRECTIONS, INC.

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

PLANNING DIRECTIONS, INC.

ownership team - last updated 2019-02-07
Name Title Start Date Direct/Indirect % Ownership
DUNBAR, FREDERICK, JOHN PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
PLANNING DIRECTIONS, INC. PRESIDENT direct 2003-03-01
PLANNING DIRECTIONS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-03-01

PLANNING DIRECTIONS, INC.

ownership team - last updated 2018-11-15
Name Title Start Date Direct/Indirect % Ownership
DUNBAR, FREDERICK, JOHN PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
PLANNING DIRECTIONS, INC. PRESIDENT direct 2003-03-01
PLANNING DIRECTIONS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-03-01

PLANNING DIRECTIONS, INC.

ownership team - last updated 2017-02-10
Name Title Start Date Direct/Indirect % Ownership
DUNBAR, FREDERICK, JOHN PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
PLANNING DIRECTIONS, INC. PRESIDENT direct 2003-03-01
PLANNING DIRECTIONS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-03-01

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