PSA
Plum Street Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+5.44%
1 Year Return
+11.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+32%)
Cap. Flow
+$28.4M
Cap. Flow
% of AUM
14.39%
Top 10 Holdings %
Top 10 Hldgs %
56.19%
Holding
85
New
26
Increased
36
Reduced
20
Closed
1
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.61M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$2.57M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$1.16M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$1.13M |
| 5 |
Cintas
CTAS
|
$1.11M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.37M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$910K |
| 3 |
Schwab 1000 Index ETF
SCHK
|
$499K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$478K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$299K |
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Healthcare | 1.37% |
| 3 | Industrials | 0.72% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Communication Services | 0.51% |
