PS

Planned Solutions Portfolio holdings

AUM $309M
1-Year Est. Return 15.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.41%
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
+$775K
2
+$599K
3
+$523K
4
MSFT icon
Microsoft
MSFT
+$433K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$314K

Top Sells

1
+$499K
2
+$295K
3
+$113K
4
SWKS icon
Skyworks Solutions
SWKS
+$101K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$81.1K

Sector Composition

1 Technology 7.45%
2 Financials 3.16%
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
251
$74.5K 0.03%
+1,000
252
$73.9K 0.03%
+809
253
$73.6K 0.03%
+1,814
254
$72.9K 0.03%
+1,026
255
$72K 0.03%
+806
256
$71.8K 0.03%
+2,154
257
$71.7K 0.03%
+378
258
$70.9K 0.03%
+400
259
$70.1K 0.03%
+321
260
$70.1K 0.03%
+563
261
$67.3K 0.03%
+2,123
262
$66.3K 0.03%
+2,056
263
$66.2K 0.03%
+300
264
$65.9K 0.03%
+370
265
$64.8K 0.03%
+1,400
266
$64.3K 0.03%
+2,414
267
$63.8K 0.03%
+503
268
$63.4K 0.03%
+2,072
269
$63.3K 0.03%
+290
270
$63.2K 0.03%
+165
271
$63.1K 0.03%
+195
272
$63.1K 0.03%
+586
273
$62.9K 0.03%
+1,605
274
$62.5K 0.03%
+1,815
275
$62.2K 0.03%
+2,149
9 10
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