PSG
Planning Solutions Group Portfolio holdings
AUM
$194M
This Quarter Return
-11.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.18%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.77% |
| 2 | Technology | 4.8% |
| 3 | Healthcare | 4.7% |
| 4 | Consumer Staples | 3.95% |
| 5 | Industrials | 2.75% |
