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
$208M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.1M
3
+$1M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K
5
VB icon
Vanguard Small-Cap ETF
VB
+$672K

Top Sells

1
+$1.28M
2
+$1.23M
3
+$588K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$508K
5
SHV icon
iShares 0-1 Year 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
$269K 0.13%
496
77
$246K 0.12%
2,651
78
$238K 0.11%
3,777
+500
79
$237K 0.11%
3,135
-35
80
$228K 0.11%
2,108
-62
81
$212K 0.1%
4,260
+14
82
$211K 0.1%
450
+53
83
$202K 0.1%
+482
84
– –
-9,951
1 2 3
4