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
401
$18K 0.01%
+700
402
$17.6K 0.01%
+450
403
$16.9K 0.01%
+1,201
404
$16.7K 0.01%
+33
405
$16.6K 0.01%
+758
406
$16.4K 0.01%
+335
407
$16.3K 0.01%
+399
408
$15.8K 0.01%
+450
409
$15.7K 0.01%
+5
410
$15.1K 0.01%
+597
411
$14.6K 0.01%
+276
412
$14.2K 0.01%
+300
413
$14.1K 0.01%
+900
414
$14.1K 0.01%
+160
415
$14.1K 0.01%
+1,203
416
$13.8K 0.01%
+500
417
$13.7K 0.01%
+300
418
$13.4K 0.01%
+67
419
$13.2K 0.01%
+491
420
$13.1K 0.01%
+440
421
$12.7K 0.01%
+107
422
$12.7K 0.01%
+102
423
$12.6K 0.01%
+124
424
$12.6K 0.01%
+381
425
$12.6K 0.01%
+33