PS
Planned Solutions Portfolio holdings
AUM
$288M
1-Year Est. Return
12.8%
1 Year Est. Return
+12.8%
AUM
$288M
AUM Growth
+$27.8M
(+11%)
Holding
137
Top Buys
| 1 | +$2.21M | |
| 2 | +$1.12M | |
| 3 | +$851K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$797K |
| 5 |
NVIDIA
NVDA
|
+$619K |
Top Sells
| 1 | +$516K | |
| 2 | +$445K | |
| 3 | +$260K | |
| 4 |
Eli Lilly
LLY
|
+$171K |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Duke Energy
DUK
$90.4B
| $229K | 0.08% |
1,852
|
|
||
127
AT&T
T
$173B
| $228K | 0.08% |
+8,066
|
|
||
128
Exelon
EXC
$44.2B
| $225K | 0.08% |
+5,001
|
|
||
129
Intel
INTC
$180B
| $223K | 0.08% |
+6,653
|
|
||
130
Victory Capital Holdings
VCTR
$4.17B
| $220K | 0.08% |
3,391
+110
|
|
||
131
Steel Dynamics
STLD
$24.5B
| $218K | 0.08% |
+1,564
|
|
||
132
Sanofi
SNY
$115B
| $211K | 0.07% |
4,462
-340
|
|
||
133
NewMarket
NEU
$6.97B
| $207K | 0.07% |
+250
|
|
||
134
American Electric Power
AEP
$61.8B
| $204K | 0.07% |
1,814
-125
|
|
||
135
Williams-Sonoma
WSM
$22.3B
| $203K | 0.07% |
+1,040
|
|
||
136
FS KKR Capital
FSK
$4.24B
| $194K | 0.07% |
+12,968
|
|
||
137
Banco Santander
SAN
$171B
| $114K | 0.04% |
10,925
|
|