PSA
Plum Street Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+6.39%
1 Year Return
+11.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+9.2%)
Cap. Flow
+$6.55M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
51.91%
Holding
87
New
4
Increased
31
Reduced
32
Closed
3
Top Buys
Top Sells
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$8.1M |
| 2 |
Schwab 1000 Index ETF
SCHK
|
$1.05M |
| 3 |
iShares Gold Trust
IAU
|
$874K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$469K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$376K |
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Healthcare | 0.93% |
| 3 | Financials | 0.81% |
| 4 | Communication Services | 0.66% |
| 5 | Consumer Discretionary | 0.52% |
