PS

Planned Solutions Portfolio holdings

AUM $309M
1-Year Est. Return 15.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.41%
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 +$775K
2 +$599K
3 +$523K
4
MSFT icon
Microsoft
MSFT
+$433K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$314K

Top Sells

1 +$499K
2 +$295K
3 +$113K
4
SWKS icon
Skyworks Solutions
SWKS
+$101K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$81.1K

Sector Composition

1 Technology 7.45%
2 Financials 3.16%
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
376
$21.9K 0.01%
+358
377
$21.7K 0.01%
+756
378
$21.6K 0.01%
+480
379
$21.5K 0.01%
+76
380
$21.4K 0.01%
+1,075
381
$21.3K 0.01%
+600
382
$20.9K 0.01%
+200
383
$20.8K 0.01%
+74
384
$20.6K 0.01%
+57
385
$20.4K 0.01%
+800
386
$20K 0.01%
+222
387
$20K 0.01%
+2,000
388
$20K 0.01%
+864
389
$19.8K 0.01%
+473
390
$19.5K 0.01%
+849
391
$19.3K 0.01%
+186
392
$19.3K 0.01%
+353
393
$19.2K 0.01%
+635
394
$19.1K 0.01%
+875
395
$18.9K 0.01%
+541
396
$18.7K 0.01%
+2,000
397
$18.6K 0.01%
+716
398
$18.4K 0.01%
+353
399
$18.4K 0.01%
+750
400
$18K 0.01%
+19