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
$484M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.11M
3
+$5.16M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$4.56M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M

Top Sells

1
+$9.18M
2
+$6.14M
3
+$5.59M
4
CB icon
Chubb
CB
+$4.61M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$4.39M

Sector Composition

1 Financials 14.37%
2 Technology 11.86%
3 Healthcare 9.43%
4 Industrials 6.02%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$384K 0.08%
2,092
-4
252
$382K 0.08%
3,355
-1
253
$382K 0.08%
2,046
254
$382K 0.08%
2,855
-49
255
$382K 0.08%
9,741
+107
256
$380K 0.08%
3,279
+33
257
$378K 0.08%
8,552
-62
258
$377K 0.08%
7,204
+554
259
$377K 0.08%
1,921
+14
260
$375K 0.08%
4,785
+56
261
$374K 0.08%
+7,570
262
$368K 0.08%
3,862
+60
263
$367K 0.08%
6,842
-434
264
$361K 0.07%
3,885
+145
265
$358K 0.07%
9,427
-1,217
266
$355K 0.07%
2,288
-29
267
$351K 0.07%
743
268
$350K 0.07%
1,826
+11
269
$349K 0.07%
54,612
+296
270
$346K 0.07%
949
-1,416
271
$344K 0.07%
5,183
-201
272
$340K 0.07%
13,111
-1,326
273
$339K 0.07%
5,822
+149
274
$339K 0.07%
13,799
-873
275
$337K 0.07%
4,106
+501
9 10
11
12 13