PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$5.3M
3 +$3.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.18M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$3.14M

Top Sells

1 +$11.7M
2 +$6.32M
3 +$5.56M
4
CAR icon
Avis
CAR
+$3.16M
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$3.02M

Sector Composition

1 Industrials 11.4%
2 Healthcare 9.54%
3 Financials 9.2%
4 Technology 8.8%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$216K 0.08%
+15,546
227
$215K 0.08%
+878
228
$214K 0.08%
6,290
-45
229
$214K 0.08%
+11,433
230
$214K 0.08%
8,000
231
$212K 0.08%
3,863
-364
232
$212K 0.08%
+7,988
233
$211K 0.08%
15,735
+1,082
234
$211K 0.08%
+4,206
235
$207K 0.07%
+2,162
236
$207K 0.07%
+1,461
237
$205K 0.07%
4,642
+352
238
$204K 0.07%
+2,485
239
$204K 0.07%
2,794
-4,536
240
$202K 0.07%
+2,474
241
$202K 0.07%
8,493
-491,120
242
$201K 0.07%
1,639
-15
243
$195K 0.07%
11,708
+61
244
$191K 0.07%
10,554
-1,499
245
$184K 0.07%
13,556
+553
246
$184K 0.07%
38,709
+4,235
247
$181K 0.07%
14,000
-1,077
248
$177K 0.06%
+38,138
249
$174K 0.06%
87,078
+55,078
250
$169K 0.06%
11,799
+799