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
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$384K 0.08%
+1,988
227
$384K 0.08%
1,375
+45
228
$383K 0.08%
40,024
-1,955
229
$382K 0.08%
+11,250
230
$381K 0.08%
13,905
-504
231
$378K 0.08%
12,252
232
$371K 0.08%
4,498
+83
233
$369K 0.08%
2,764
+438
234
$369K 0.08%
7,388
+476
235
$368K 0.08%
1,349
-816
236
$367K 0.08%
55,687
+286
237
$366K 0.08%
1,017
+73
238
$365K 0.07%
5,189
+400
239
$364K 0.07%
8,466
+354
240
$363K 0.07%
21,377
-485
241
$363K 0.07%
9,056
-322
242
$363K 0.07%
1,236
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243
$362K 0.07%
9,017
+1,200
244
$359K 0.07%
798
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245
$357K 0.07%
1,345
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246
$357K 0.07%
662
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247
$356K 0.07%
2,126
+150
248
$355K 0.07%
9,703
+1
249
$355K 0.07%
8,545
-323
250
$352K 0.07%
2,033
+78
8 9
10
11 12