PCS

Personal CFO Solutions Portfolio holdings

AUM $570M
1-Year Est. Return 21.69%
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$433K 0.09%
4,810
+214
227
$433K 0.09%
982
-105
228
$433K 0.09%
3,997
-152
229
$430K 0.08%
5,992
+922
230
$428K 0.08%
4,955
+387
231
$427K 0.08%
14,703
232
$426K 0.08%
6,294
+6
233
$426K 0.08%
8,181
-734
234
$418K 0.08%
4,599
+669
235
$415K 0.08%
2,401
+49
236
$412K 0.08%
14,012
+1,531
237
$407K 0.08%
1,789
+74
238
$406K 0.08%
2,774
+127
239
$405K 0.08%
2,980
+56
240
$404K 0.08%
20,371
+7,576
241
$404K 0.08%
4,443
-6,853
242
$402K 0.08%
2,178
-47
243
$402K 0.08%
5,343
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244
$396K 0.08%
6,315
+133
245
$392K 0.08%
16,221
+642
246
$391K 0.08%
+6,575
247
$388K 0.08%
4,040
-141
248
$384K 0.08%
15,846
+1,000
249
$383K 0.08%
2,317
+114
250
$383K 0.08%
7,708
+341
8 9
10
11 12