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
$534M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$21.4M
3
+$12.2M
4
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$5.15M
5
PMVP icon
PMV Pharmaceuticals
PMVP
+$4.5M

Top Sells

1
+$23M
2
+$22.3M
3
+$11.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$5.38M
5
MELI icon
Mercado Libre
MELI
+$1.69M

Sector Composition

1 Healthcare 11.92%
2 Technology 11.85%
3 Industrials 9.58%
4 Financials 9.5%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$390K 0.07%
8,849
-116
252
$390K 0.07%
+7,367
253
$388K 0.07%
+5,239
254
$388K 0.07%
+3,437
255
$387K 0.07%
2,203
+77
256
$386K 0.07%
4,596
-17
257
$386K 0.07%
1,087
+306
258
$382K 0.07%
2,810
+46
259
$380K 0.07%
21,381
+4
260
$378K 0.07%
3,946
+381
261
$372K 0.07%
25,000
262
$367K 0.07%
+14,206
263
$366K 0.07%
11,152
-1,100
264
$363K 0.07%
565
-97
265
$362K 0.07%
3,930
+3
266
$361K 0.07%
+8,071
267
$359K 0.07%
3,625
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268
$359K 0.07%
4,181
-317
269
$358K 0.07%
4,429
+1,011
270
$358K 0.07%
764
+119
271
$357K 0.07%
1,134
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272
$357K 0.07%
8,667
+122
273
$355K 0.07%
8,898
-158
274
$354K 0.07%
4,357
+388
275
$353K 0.07%
1,375
-2,942
9 10
11
12 13