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
351
$31.7K 0.01%
+226
352
$31.3K 0.01%
+310
353
$30.6K 0.01%
+780
354
$30.3K 0.01%
+1,000
355
$30.1K 0.01%
+737
356
$29.7K 0.01%
+166
357
$29.3K 0.01%
+5,015
358
$28.8K 0.01%
+1,355
359
$28.4K 0.01%
+603
360
$28K 0.01%
+136
361
$27.4K 0.01%
+860
362
$26.8K 0.01%
+1,452
363
$26.4K 0.01%
+1,199
364
$25.5K 0.01%
+500
365
$25K 0.01%
+295
366
$24.9K 0.01%
+100
367
$24.8K 0.01%
+200
368
$24.6K 0.01%
+175
369
$24.5K 0.01%
+255
370
$24.1K 0.01%
+828
371
$24K 0.01%
+983
372
$24K 0.01%
+900
373
$22.6K 0.01%
+455
374
$22.6K 0.01%
+418
375
$22.4K 0.01%
+298