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
$712M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$11.9M
2 +$5.48M
3 +$1.15M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.14M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$905K

Sector Composition

1 Financials 0.3%
2 Technology 0.12%
3 Industrials 0.1%
4 Communication Services 0.07%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$7K ﹤0.01%
+245
152
$7K ﹤0.01%
+195
153
$6K ﹤0.01%
+302
154
$6K ﹤0.01%
+365
155
$6K ﹤0.01%
+140
156
$6K ﹤0.01%
+127
157
$6K ﹤0.01%
+200
158
$6K ﹤0.01%
+60
159
$6K ﹤0.01%
+47
160
$6K ﹤0.01%
+329
161
$6K ﹤0.01%
+83
162
$6K ﹤0.01%
+260
163
$5K ﹤0.01%
+235
164
$5K ﹤0.01%
+320
165
$5K ﹤0.01%
+74
166
$5K ﹤0.01%
+80
167
$5K ﹤0.01%
+16
168
$5K ﹤0.01%
+665
169
$5K ﹤0.01%
+71
170
$5K ﹤0.01%
+65
171
$5K ﹤0.01%
+255
172
$4K ﹤0.01%
+73
173
$4K ﹤0.01%
+70
174
$4K ﹤0.01%
+50
175
$4K ﹤0.01%
+95