PSA
Plum Street Advisors Portfolio holdings
AUM
$227M
1-Year Return
11.89%
This Quarter Return
+9.15%
1 Year Return
+11.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.51%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab 1000 Index ETF
SCHK
|
$17.8M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$14.3M |
| 3 |
Vanguard Value ETF
VTV
|
$10.9M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$10.4M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Healthcare | 0.19% |
