WHITE & CO FINANCIAL PLANNING INC

WHITE & CO FINANCIAL PLANNING INC runs WHITE & CO FINANCIAL PLANNING INC and currently holds 19 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $142.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WHITE & CO FINANCIAL PLANNING INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WHITE & CO FINANCIAL PLANNING INC's portfolio at WHITE & CO FINANCIAL PLANNING INC has delivered returns of +14.60%. Their 3-year annualized return is +13.33%. Looking at the 5-year horizon, WHITE & CO FINANCIAL PLANNING INC has achieved +13.33% annualized returns at WHITE & CO FINANCIAL PLANNING INC.