PSA
Plum Street Advisors Portfolio holdings
AUM
$227M
1-Year Return
11.89%
This Quarter Return
+0.67%
1 Year Return
+11.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$5.04M
(+2.5%)
Cap. Flow
+$4.57M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
54.62%
Holding
84
New
3
Increased
32
Reduced
27
Closed
1
Top Buys
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.28M |
| 2 |
iShares Gold Trust
IAU
|
+$1.23M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$588K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$508K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$370K |
Sector Composition
| 1 | Technology | 1.53% |
| 2 | Healthcare | 1.05% |
| 3 | Financials | 0.87% |
| 4 | Communication Services | 0.56% |
| 5 | Consumer Discretionary | 0.5% |
