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
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