PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$350K 0.07%
613
-33
252
$350K 0.07%
1,401
+32
253
$346K 0.07%
4,613
+59
254
$345K 0.07%
3,480
-130
255
$345K 0.07%
3,565
-277
256
$344K 0.07%
7,317
+418
257
$344K 0.07%
5,908
+92
258
$344K 0.07%
15,545
-8,160
259
$342K 0.07%
4,606
+250
260
$340K 0.07%
8,040
+298
261
$339K 0.07%
20,000
262
$338K 0.07%
9,045
+1,090
263
$333K 0.07%
1,668
+162
264
$330K 0.07%
4,304
+260
265
$328K 0.07%
6,180
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266
$327K 0.07%
2,929
-68
267
$324K 0.07%
5,700
+1,260
268
$322K 0.07%
3,381
-141
269
$322K 0.07%
383
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270
$322K 0.07%
7,403
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271
$321K 0.07%
2,531
+110
272
$320K 0.07%
1,620
-72
273
$319K 0.07%
+14,892
274
$318K 0.07%
8,965
+998
275
$318K 0.07%
1,623
+150
9 10
11
12 13