PS
Portfolio Strategies Portfolio holdings
AUM
$768M
1-Year Return
14.48%
This Quarter Return
+6.66%
1 Year Return
+14.48%
3 Year Return
+99.73%
5 Year Return
+230.22%
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.44%
Holding
262
New
260
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$16.1M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$15.3M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$13.7M |
| 4 |
Fidelity MSCI Industrials Index ETF
FIDU
|
$8.61M |
| 5 |
iShares US Home Construction ETF
ITB
|
$8.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.75% |
| 2 | Technology | 1.21% |
| 3 | Healthcare | 0.64% |
| 4 | Consumer Staples | 0.41% |
| 5 | Communication Services | 0.34% |
