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
$338M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.55M
3
+$3.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.88M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.82M

Top Sells

1
+$14.7M
2
+$3.62M
3
+$2.81M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.26M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.03M

Sector Composition

1 Industrials 12.04%
2 Technology 10.77%
3 Healthcare 10.34%
4 Financials 9.36%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K 0.07%
+6,787
252
$236K 0.07%
+200
253
$233K 0.07%
3,866
-60,063
254
$232K 0.07%
+4,099
255
$232K 0.07%
9,015
-310
256
$230K 0.07%
+3,707
257
$229K 0.07%
+4,487
258
$228K 0.07%
+4,312
259
$227K 0.07%
+14,360
260
$227K 0.07%
+5,008
261
$227K 0.07%
+5,416
262
$225K 0.07%
+2,103
263
$225K 0.07%
+1,333
264
$224K 0.07%
+4,555
265
$221K 0.07%
+1,943
266
$220K 0.07%
4,103
-1,080
267
$220K 0.07%
1,489
+28
268
$219K 0.06%
+5,399
269
$219K 0.06%
3,416
-586
270
$218K 0.06%
2,359
+197
271
$217K 0.06%
+20,420
272
$215K 0.06%
+2,966
273
$215K 0.06%
+1,443
274
$214K 0.06%
14,021
+1,111
275
$213K 0.06%
+3,836
9 10
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