PS
Planned Solutions Portfolio holdings
AUM
$260M
1-Year Return
12.2%
This Quarter Return
+6.66%
1 Year Return
+12.2%
3 Year Return
+49.58%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.26%
Holding
344
New
344
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 7.38% |
| 2 | Technology | 3.98% |
| 3 | Healthcare | 2.91% |
| 4 | Consumer Staples | 2.19% |
| 5 | Financials | 1.92% |
