PS
Planned Solutions Portfolio holdings
AUM
$288M
1-Year Est. Return
12.8%
1 Year Est. Return
+12.8%
AUM
$245M
AUM Growth
-$1.16M
(-0.47%)
Holding
663
Top Buys
| 1 | +$10.7M | |
| 2 | +$9.68M | |
| 3 | +$7.19M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$6.78M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$5.96M |
Top Sells
| 1 | +$8.86M | |
| 2 | +$7.09M | |
| 3 | +$4.59M | |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
+$3.53M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
+$790K |
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Financials | 1.85% |
| 3 | Healthcare | 1.75% |
| 4 | Industrials | 1.36% |
| 5 | Consumer Discretionary | 1.05% |