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
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Healthcare 2.23%
3 Industrials 1.51%
4 Financials 1.37%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.14%
+793
77
$201K 0.13%
+2,554