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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$382K 0.08%
18,600
+525
252
$382K 0.08%
+3,496
253
$382K 0.08%
2,988
-68
254
$381K 0.08%
9,259
-15
255
$379K 0.07%
5,490
-1,395
256
$378K 0.07%
2,587
+120
257
$377K 0.07%
4,009
+529
258
$376K 0.07%
8,795
+381
259
$376K 0.07%
3,298
+22
260
$375K 0.07%
+2,839
261
$375K 0.07%
1,495
+120
262
$375K 0.07%
13,416
-627
263
$374K 0.07%
7,720
+3,492
264
$374K 0.07%
2,021
+213
265
$374K 0.07%
2,316
-90
266
$372K 0.07%
9,697
+4,578
267
$370K 0.07%
2,976
+224
268
$370K 0.07%
901
+137
269
$369K 0.07%
1,156
+16
270
$366K 0.07%
2,945
-53
271
$366K 0.07%
1,341
+189
272
$366K 0.07%
11,885
+827
273
$365K 0.07%
880
+216
274
$363K 0.07%
7,944
+62
275
$361K 0.07%
5,853
-285
9 10
11
12 13