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
$484M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.11M
3
+$5.16M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$4.56M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M

Top Sells

1
+$9.18M
2
+$6.14M
3
+$5.59M
4
CB icon
Chubb
CB
+$4.61M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$4.39M

Sector Composition

1 Financials 14.37%
2 Technology 11.86%
3 Healthcare 9.43%
4 Industrials 6.02%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$421K 0.09%
14,025
+1,054
227
$421K 0.09%
2,039
+205
228
$421K 0.09%
14,135
-573
229
$417K 0.09%
12,239
+750
230
$413K 0.09%
6,956
+806
231
$412K 0.09%
1,686
-1,111
232
$411K 0.08%
2,887
-441
233
$410K 0.08%
+7,673
234
$410K 0.08%
1,656
+205
235
$409K 0.08%
2,369
-138
236
$409K 0.08%
3,277
+51
237
$407K 0.08%
5,759
+806
238
$405K 0.08%
4,451
+51
239
$403K 0.08%
5,979
+134
240
$402K 0.08%
2,808
+38
241
$401K 0.08%
972
+18
242
$398K 0.08%
4,532
+524
243
$397K 0.08%
21,915
+820
244
$392K 0.08%
6,930
-345
245
$392K 0.08%
9,554
+1,157
246
$391K 0.08%
7,815
+145
247
$391K 0.08%
3,077
-1,183
248
$388K 0.08%
10,808
+3,788
249
$387K 0.08%
3,918
+42
250
$385K 0.08%
+3,854
8 9
10
11 12