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
$463M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$12.9M
3
+$9.54M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$8.5M
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$7.41M

Top Sells

1
+$17.7M
2
+$7.82M
3
+$5.45M
4
ITT icon
ITT
ITT
+$5.26M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$4.39M

Sector Composition

1 Healthcare 15.32%
2 Industrials 10.51%
3 Technology 10.49%
4 Financials 7.97%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$307K 0.07%
44,029
+5,141
252
$307K 0.07%
13,949
-728
253
$305K 0.07%
9,202
+587
254
$305K 0.07%
6,000
255
$301K 0.07%
1,675
-109
256
$301K 0.07%
4,289
+250
257
$300K 0.06%
4,609
-534
258
$299K 0.06%
1,589
-367
259
$299K 0.06%
+1,479
260
$297K 0.06%
+2,365
261
$295K 0.06%
5,555
-16
262
$293K 0.06%
4,446
+253
263
$293K 0.06%
5,530
-169
264
$293K 0.06%
4,451
+294
265
$293K 0.06%
1,454
+46
266
$292K 0.06%
1,326
-82
267
$291K 0.06%
5,823
-3,143
268
$290K 0.06%
+7,475
269
$289K 0.06%
851
+179
270
$288K 0.06%
1,342
+453
271
$287K 0.06%
4,578
272
$287K 0.06%
1,389
+94
273
$287K 0.06%
1,624
-81
274
$286K 0.06%
5,857
-260
275
$285K 0.06%
+3,923
9 10
11
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