PSA
Plum Street Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
11.89%
1 Year Est. Return
+11.89%
AUM
$208M
AUM Growth
+$5.04M
(+2.5%)
Holding
84
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.1M | |
| 3 | +$1M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$798K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$672K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$1.23M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Information Technology ETF
VGT
$112B
| $269K | 0.13% |
496
|
|
||
77
iShares S&P 500 Growth ETF
IVW
$67.8B
| $246K | 0.12% |
2,651
|
|
||
78
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
| $238K | 0.11% |
3,777
+500
|
|
||
79
iShares Core MSCI EAFE ETF
IEFA
$159B
| $237K | 0.11% |
3,135
-35
|
|
||
80
NVIDIA
NVDA
$4.7T
| $228K | 0.11% |
2,108
-62
|
|
||
81
Vanguard Ultra-Short Bond ETF
VUSB
$5.67B
| $212K | 0.1% |
4,260
+14
|
|
||
82
Invesco QQQ Trust
QQQ
$395B
| $211K | 0.1% |
450
+53
|
|
||
83
Idexx Laboratories
IDXX
$56.9B
| $202K | 0.1% |
+482
|
|
||
84
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
| – | – |
-9,951
|
|