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
$288M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.12M
3 +$851K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$797K
5
NVDA icon
NVIDIA
NVDA
+$619K

Top Sells

1 +$516K
2 +$445K
3 +$260K
4
LLY icon
Eli Lilly
LLY
+$171K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149K

Sector Composition

1 Technology 7.45%
2 Financials 2.15%
3 Communication Services 1.68%
4 Healthcare 1.5%
5 Industrials 1.39%