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
151
$6K ﹤0.01%
+556
152
$6K ﹤0.01%
450
153
$6K ﹤0.01%
105
154
$6K ﹤0.01%
127
155
$6K ﹤0.01%
55
156
$6K ﹤0.01%
160
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$6K ﹤0.01%
+42
158
$6K ﹤0.01%
125
159
$6K ﹤0.01%
60
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$6K ﹤0.01%
+105
161
$6K ﹤0.01%
329
162
$6K ﹤0.01%
177
163
$6K ﹤0.01%
245
164
$6K ﹤0.01%
135
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$5K ﹤0.01%
235
166
$5K ﹤0.01%
10
-4
167
$5K ﹤0.01%
665
168
$5K ﹤0.01%
125
169
$5K ﹤0.01%
545
170
$5K ﹤0.01%
67
171
$5K ﹤0.01%
287
172
$4K ﹤0.01%
+33
173
$4K ﹤0.01%
+54
174
$4K ﹤0.01%
218
-180
175
$4K ﹤0.01%
+29