PS

Planned Solutions Portfolio holdings

AUM $260M
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$251K
3 +$250K
4
AMAT icon
Applied Materials
AMAT
+$221K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$220K

Sector Composition

1 Technology 8.05%
2 Financials 2.98%
3 Healthcare 2.69%
4 Industrials 2.18%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18K 0.01%
+76
377
$17.9K 0.01%
+5
378
$17.7K 0.01%
+450
379
$17.6K 0.01%
+849
380
$17.5K 0.01%
+1,043
381
$17.3K 0.01%
+3,515
382
$17.1K 0.01%
+57
383
$16.8K 0.01%
+541
384
$16.8K 0.01%
+900
385
$16.6K 0.01%
+186
386
$16.6K 0.01%
+74
387
$16.5K 0.01%
+100
388
$16K 0.01%
+400
389
$15.9K 0.01%
+314
390
$15.7K 0.01%
+333
391
$15.6K 0.01%
+222
392
$15.4K 0.01%
+19
393
$14.9K 0.01%
+33
394
$14.8K 0.01%
+399
395
$14.5K 0.01%
+92
396
$14.4K 0.01%
+750
397
$14.2K 0.01%
+900
398
$14.2K 0.01%
+140
399
$14.2K 0.01%
+450
400
$13.2K 0.01%
+1,000