PS

Portfolio Solutions Portfolio holdings

AUM $792M
1-Year Est. Return 18.53%
This Fund
S&P 500
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 Buys

1 +$206K
2 +$201K
3 +$197K
4
VZ icon
Verizon
VZ
+$184K
5
PEG icon
Public Service Enterprise Group
PEG
+$183K

Top Sells

1 +$11.7M
2 +$5.5M
3 +$1.12M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.11M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$903K

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
201
0
202
0
203
0
204
0