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
$349M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.1M
3
+$13.4M
4
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$6.32M
5
AAPL icon
Apple
AAPL
+$5.71M

Top Sells

1
+$3.96M
2
+$3.42M
3
+$2.77M
4
CB icon
Chubb
CB
+$2.08M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.72M

Sector Composition

1 Industrials 16.37%
2 Financials 10.75%
3 Technology 7.86%
4 Healthcare 7.54%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$258K 0.07%
+4,200
252
$258K 0.07%
+6,844
253
$257K 0.07%
+10,166
254
$257K 0.07%
2,112
-82
255
$256K 0.07%
11,933
-1,855
256
$256K 0.07%
1,734
257
$256K 0.07%
7,769
+712
258
$253K 0.07%
+9,488
259
$251K 0.07%
1,488
+3
260
$251K 0.07%
+4,748
261
$250K 0.07%
+15,184
262
$250K 0.07%
2,854
-115
263
$249K 0.07%
6,240
-1,329
264
$249K 0.07%
+1,789
265
$248K 0.07%
3,637
-1,845
266
$248K 0.07%
+724
267
$247K 0.07%
+1,536
268
$247K 0.07%
3,414
-228
269
$245K 0.07%
2,766
270
$245K 0.07%
+16,416
271
$245K 0.07%
10,731
-4,395
272
$242K 0.07%
+2,489
273
$242K 0.07%
+8,362
274
$241K 0.07%
16,289
-7,017
275
$241K 0.07%
2,212
+336
9 10
11
12 13