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
$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
651
$27 ﹤0.01%
+10
652
$26 ﹤0.01%
+1
653
$10 ﹤0.01%
+5
654
0
655
0
656
$2 ﹤0.01%
+1
657
$1 ﹤0.01%
+1
658
$1 ﹤0.01%
+61
659
0
660
0
661
$0 ﹤0.01%
+1