PS

Planned Solutions Portfolio holdings

AUM $288M
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
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
326
$39K 0.02%
+553
327
$39K 0.02%
+555
328
$39K 0.02%
+1,455
329
$38.8K 0.02%
+200
330
$38.6K 0.02%
+2,625
331
$38.4K 0.02%
+945
332
$38.1K 0.02%
+290
333
$38.1K 0.02%
+878
334
$37.6K 0.02%
+473
335
$36.9K 0.01%
+642
336
$36.4K 0.01%
+1,590
337
$36.2K 0.01%
+162
338
$36.1K 0.01%
+718
339
$35.6K 0.01%
+365
340
$35.6K 0.01%
+432
341
$34.5K 0.01%
+126
342
$33.9K 0.01%
+250
343
$33.8K 0.01%
+711
344
$33.6K 0.01%
+124
345
$33.5K 0.01%
+104
346
$33.1K 0.01%
+649
347
$33.1K 0.01%
+401
348
$33K 0.01%
+110
349
$33K 0.01%
+167
350
$32.2K 0.01%
+150