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
276
$360K 0.07%
1,512
+95
277
$357K 0.07%
1,422
+46
278
$357K 0.07%
5,681
+579
279
$356K 0.07%
13,197
+1,563
280
$350K 0.07%
4,130
+345
281
$347K 0.07%
5,281
+497
282
$343K 0.07%
6,380
+80
283
$343K 0.07%
1,490
+291
284
$343K 0.07%
2,594
-10,334
285
$342K 0.07%
1,428
-64
286
$341K 0.07%
7,519
+64
287
$339K 0.07%
+3,362
288
$337K 0.07%
5,000
289
$336K 0.07%
8,563
+1,547
290
$335K 0.07%
4,773
+337
291
$334K 0.07%
+4,630
292
$333K 0.07%
58,576
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293
$331K 0.07%
10,347
-254
294
$331K 0.07%
11,005
+1,044
295
$328K 0.06%
10,290
-862
296
$327K 0.06%
7,455
-12
297
$325K 0.06%
15,360
+604
298
$325K 0.06%
+2,953
299
$324K 0.06%
13,863
-343
300
$322K 0.06%
1,014
+6
10 11
12
13 14