PS
Portfolio Solutions Portfolio holdings
AUM
$792M
1-Year Return
18.53%
This Quarter Return
+4.2%
1 Year Return
-18.53%
3 Year Return
+11.57%
5 Year Return
+22.67%
10 Year Return
–
AUM
$741M
AUM Growth
+$18.4M
(+2.5%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
97.37%
Holding
198
New
20
Increased
20
Reduced
34
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.16M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$1.68M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$1.32M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$750K |
| 5 |
DuPont de Nemours
DD
|
$580K |
Sector Composition
| 1 | Financials | 0.26% |
| 2 | Communication Services | 0.13% |
| 3 | Healthcare | 0.09% |
| 4 | Technology | 0.05% |
| 5 | Industrials | 0.04% |
