PS

Planned Solutions Portfolio holdings

AUM $260M
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$600K
3 +$529K
4
MSFT icon
Microsoft
MSFT
+$435K
5
PSA icon
Public Storage
PSA
+$345K

Top Sells

1 +$540K
2 +$291K
3 +$106K
4
SWKS icon
Skyworks Solutions
SWKS
+$94.3K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$82.4K

Sector Composition

1 Technology 7.46%
2 Financials 3.15%
3 Healthcare 2.9%
4 Industrials 2.14%
5 Consumer Discretionary 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$90.1K 0.04%
+5,000
227
$89.7K 0.04%
+170
228
$87.7K 0.04%
+305
229
$87K 0.03%
+3,400
230
$87K 0.03%
+1,925
231
$86.3K 0.03%
+750
232
$84.7K 0.03%
+2,380
233
$83.5K 0.03%
+1,690
234
$82.2K 0.03%
+338
235
$79.7K 0.03%
+1,450
236
$79.1K 0.03%
+1,129
237
$79.1K 0.03%
+1,591
238
$79K 0.03%
+955
239
$78.9K 0.03%
+650
240
$78.3K 0.03%
+204
241
$78.2K 0.03%
+1,200
242
$77.3K 0.03%
+710
243
$77.3K 0.03%
+3,499
244
$76.8K 0.03%
+341
245
$76.7K 0.03%
+1,164
246
$75.9K 0.03%
+440
247
$75.6K 0.03%
+647
248
$75.6K 0.03%
+1,130
249
$75.4K 0.03%
+770
250
$74.5K 0.03%
+1,011