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
276
$336K 0.07%
5,516
+596
277
$336K 0.07%
17,390
+187
278
$333K 0.07%
2,866
+81
279
$331K 0.07%
21,921
-11,218
280
$331K 0.07%
3,440
+186
281
$330K 0.07%
1,843
+72
282
$330K 0.07%
+9,336
283
$328K 0.07%
8,142
+445
284
$328K 0.07%
2,696
+8
285
$326K 0.07%
473
-33
286
$326K 0.07%
10,734
-236
287
$326K 0.07%
1,423
-153
288
$325K 0.07%
1,698
+74
289
$325K 0.07%
+1,545
290
$320K 0.07%
4,719
291
$320K 0.07%
4,998
+1,214
292
$319K 0.07%
6,207
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293
$319K 0.07%
5,893
+1,416
294
$318K 0.07%
2,599
-231
295
$318K 0.07%
+9,879
296
$317K 0.07%
5,402
297
$314K 0.06%
8,425
+928
298
$314K 0.06%
2,335
-61
299
$314K 0.06%
3,779
+42
300
$312K 0.06%
3,441
-131
10 11
12
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