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
$731M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$276K
3
+$67.5K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.5K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$35K

Top Sells

1
+$4.85M
2
+$4.18M
3
+$2.19M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.62M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.44M

Sector Composition

1 Financials 0.22%
2 Communication Services 0.08%
3 Materials 0.08%
4 Energy 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
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