PS

Portfolio Solutions Portfolio holdings

AUM $792M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
-18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$639M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$3.19M
3 +$3.03M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.57M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.16M

Sector Composition

1 Financials 0.12%
2 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-26,480
27
-70,286