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  Name: Personal Resources Investment & Strategic Manageme
  City: Studio City
  State: CA
  Zip: 91604
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $333,037,000
  Total Value Change : $22,574,000
  Securities Held Change : -6
   
All Securities Held : 59
  New Positions : 3
  Closed Positions : 10
  Increased Positions : 23
  Unchanged Positions : 15
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EZY)1 Year Chart         EZY WisdomTree LargeCap Value 64 Closed $72.29 $0 0 0% -289,000 -4,222 0    N/A
   (GEM)1 Year Chart         GEM Goldman Sachs Activebeta Em... 63 Closed $32.44 $0 0 0% -493,000 -16,055 0    N/A
   (CGXU)1 Year Chart         CGXU Capital Group International... 69 Closed $0.00 $0 0 0% -519,000 -21,762 0    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 62 Closed $109.32 $0 0 0% -1,773,000 -16,974 0    Closed - End Fund - E...
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 68 Closed $0.00 $0 0 0% -1,129,000 -22,426 0    N/A
   (JPLD)1 Year Chart         JPLD Jpmorgan Limited Duration B... 61 Closed $0.00 $0 0 0% -1,372,000 -27,122 0    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 67 Closed $40.83 $0 0 0% -273,000 -6,736 0    Closed - End Fund - Debt
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 60 Closed $0.00 $0 0 0% -13,449,000 -91,405 0    N/A
   (GXC)1 Year Chart         GXC Strk Spdr S&P Ch Etf 66 Closed $70.91 $0 0 0% -2,019,000 -29,633 0    Closed - End Fund - E...
   (JVAL)1 Year Chart         JVAL Jpmorgan Us Value Factor Etf 65 Closed $0.00 $0 0 0% -294,000 -7,630 0    N/A

      10 Records Found
  1    
Page 1 of 1
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