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
$349M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.1M
3
+$13.4M
4
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$6.32M
5
AAPL icon
Apple
AAPL
+$5.71M

Top Sells

1
+$3.96M
2
+$3.42M
3
+$2.77M
4
CB icon
Chubb
CB
+$2.08M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.72M

Sector Composition

1 Industrials 16.22%
2 Financials 10.75%
3 Technology 8.01%
4 Healthcare 7.54%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$240K 0.07%
+1,567
277
$236K 0.07%
18,806
-9,663
278
$236K 0.07%
+7,693
279
$234K 0.07%
13,950
-650
280
$233K 0.07%
+2,791
281
$233K 0.07%
3,268
+3
282
$232K 0.07%
+1,264
283
$232K 0.07%
6,135
-2,663
284
$230K 0.07%
9,755
-1,986
285
$229K 0.07%
+3,963
286
$229K 0.07%
+1,537
287
$228K 0.07%
+153
288
$228K 0.07%
34,474
+861
289
$228K 0.07%
3,942
-150
290
$225K 0.06%
1,654
+86
291
$224K 0.06%
4,419
-4,725
292
$224K 0.06%
+4,058
293
$223K 0.06%
+2,479
294
$222K 0.06%
2,572
-114
295
$222K 0.06%
+6,335
296
$222K 0.06%
381
+17
297
$221K 0.06%
1,010
-36
298
$218K 0.06%
+949
299
$218K 0.06%
9,547
-2,672
300
$218K 0.06%
+3,518
10 11
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