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Planned Solutions Portfolio holdings

AUM $303M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$884K
3
+$821K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$626K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$602K

Top Sells

1
+$5.28M
2
+$178K
3
+$163K
4
GWW icon
W.W. Grainger
GWW
+$143K
5
ABT icon
Abbott
ABT
+$136K

Sector Composition

1 Technology 4.25%
2 Healthcare 2.81%
3 Industrials 2.38%
4 Financials 2.2%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K 0.01%
+800
352
$7K 0.01%
+100
353
$7K 0.01%
147
-642
354
$7K 0.01%
968
355
$7K 0.01%
76
356
$7K 0.01%
+50
357
$7K 0.01%
+25
358
$7K 0.01%
136
359
$7K 0.01%
+1,000
360
$6K ﹤0.01%
659
361
$6K ﹤0.01%
+218
362
$6K ﹤0.01%
+500
363
$6K ﹤0.01%
+105
364
$6K ﹤0.01%
+75
365
$6K ﹤0.01%
+17
366
$6K ﹤0.01%
+800
367
$6K ﹤0.01%
111
368
$6K ﹤0.01%
+200
369
$6K ﹤0.01%
28
370
$6K ﹤0.01%
116
371
$6K ﹤0.01%
+3,000
372
$6K ﹤0.01%
1,400
373
$6K ﹤0.01%
+100
374
$6K ﹤0.01%
+1,100
375
$6K ﹤0.01%
61
13 14
15
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