PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.11M
3
+$3.89M
4
PM icon
Philip Morris
PM
+$1.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.09M

Top Sells

1
+$5.7M
2
+$2.28M
3
+$1.14M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.01M

Sector Composition

1 Financials 21.3%
2 Technology 20.6%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$369K 0.07%
2,297
-2,308
277
$365K 0.07%
7,247
+4
278
$365K 0.07%
+4,901
279
$364K 0.07%
2,565
-562
280
$364K 0.07%
6,693
+238
281
$361K 0.07%
3,433
+588
282
$360K 0.07%
1,388
+22
283
$360K 0.07%
744
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284
$360K 0.07%
5,113
+179
285
$357K 0.07%
2,117
+61
286
$356K 0.07%
3,435
+66
287
$354K 0.07%
5,635
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288
$354K 0.07%
2,055
-486
289
$353K 0.07%
8,141
+526
290
$352K 0.07%
2,718
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291
$347K 0.06%
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292
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293
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2,404
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294
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2,127
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295
$342K 0.06%
+1,763
296
$337K 0.06%
4,061
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297
$337K 0.06%
+3,778
298
$336K 0.06%
13,201
-815
299
$336K 0.06%
997
+44
300
$336K 0.06%
11,790
-95
10 11
12
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