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
276
$425K 0.07%
8,109
+397
277
$422K 0.07%
8,465
+329
278
$422K 0.07%
10,787
+51
279
$420K 0.07%
1,419
+164
280
$420K 0.07%
11,344
+168
281
$418K 0.07%
+2,842
282
$417K 0.07%
9,050
-2,420
283
$409K 0.07%
7,616
-2,545
284
$408K 0.07%
1,499
+126
285
$404K 0.07%
+14,684
286
$402K 0.07%
989
-74
287
$402K 0.07%
+8,544
288
$402K 0.07%
12,828
+20
289
$401K 0.07%
7,207
+547
290
$400K 0.07%
1,627
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291
$399K 0.07%
3,406
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292
$399K 0.07%
3,062
-334
293
$397K 0.07%
66,303
-453
294
$397K 0.07%
12,335
-594
295
$396K 0.07%
3,764
+67
296
$396K 0.07%
45,982
-404
297
$395K 0.07%
3,027
-209
298
$394K 0.07%
13,283
+216
299
$389K 0.07%
1,731
+120
300
$388K 0.07%
5,129
-48
10 11
12
13 14