PSA

Plum Street Advisors Portfolio holdings

AUM $259M
1-Year Est. Return 12.45%
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.3M
3
+$10.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.93%
2 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.25%
+4,563
52
$369K 0.25%
+7,293
53
$367K 0.24%
+3,386
54
$332K 0.22%
+5,990
55
$287K 0.19%
+11,852
56
$286K 0.19%
+15,189
57
$281K 0.19%
+482
58
$238K 0.16%
+2,402
59
$227K 0.15%
+469
1 2
3