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
$734M
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$5.74M
2 +$4.13M
3 +$3.96M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$911K

Top Sells

1 +$35.1M
2 +$8.22M
3 +$679K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$327K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$273K

Sector Composition

1 Financials 0.26%
2 Communication Services 0.12%
3 Healthcare 0.09%
4 Materials 0.08%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$9K ﹤0.01%
59
127
$9K ﹤0.01%
104
128
$9K ﹤0.01%
154
129
$9K ﹤0.01%
205
130
$9K ﹤0.01%
447
131
$9K ﹤0.01%
295
132
$9K ﹤0.01%
255
133
$8K ﹤0.01%
133
134
$8K ﹤0.01%
80
135
$8K ﹤0.01%
188
136
$8K ﹤0.01%
460
137
$8K ﹤0.01%
95
138
$8K ﹤0.01%
50
139
$8K ﹤0.01%
57
140
$8K ﹤0.01%
820
141
$7K ﹤0.01%
129
142
$7K ﹤0.01%
365
143
$7K ﹤0.01%
+32
144
$7K ﹤0.01%
140
145
$7K ﹤0.01%
305
146
$7K ﹤0.01%
185
147
$7K ﹤0.01%
850
148
$7K ﹤0.01%
+405
149
$6K ﹤0.01%
+86
150
$6K ﹤0.01%
115