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
$578M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.35M
3
+$1.79M
4
CBRE icon
CBRE Group
CBRE
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Top Sells

1
+$4.65M
2
+$3.91M
3
+$2.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M

Sector Composition

1 Financials 14.73%
2 Technology 12.95%
3 Healthcare 8.2%
4 Consumer Discretionary 6.25%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$454K 0.08%
+17,558
252
$452K 0.08%
1,341
+474
253
$452K 0.08%
4,849
+379
254
$448K 0.08%
6,716
+485
255
$446K 0.08%
8,825
+1,072
256
$445K 0.08%
871
-41
257
$445K 0.08%
9,740
258
$445K 0.08%
+4,991
259
$444K 0.08%
16,000
260
$444K 0.08%
9,442
+2,937
261
$443K 0.08%
1,839
+8
262
$440K 0.08%
3,548
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263
$439K 0.08%
3,345
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264
$436K 0.08%
2,068
-211
265
$435K 0.08%
5,733
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266
$434K 0.08%
5,345
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267
$434K 0.08%
70,000
+14,765
268
$430K 0.07%
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269
$428K 0.07%
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270
$427K 0.07%
4,674
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271
$427K 0.07%
1,833
-463
272
$427K 0.07%
+3,858
273
$426K 0.07%
5,189
-27,636
274
$426K 0.07%
3,286
+340
275
$425K 0.07%
5,777
+8
9 10
11
12 13