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
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$285K 0.06%
2,238
-1,313
302
$285K 0.06%
2,309
+275
303
$282K 0.06%
607
+11
304
$281K 0.06%
4,810
-2,360
305
$281K 0.06%
+6,440
306
$280K 0.06%
4,065
+105
307
$280K 0.06%
2,500
308
$279K 0.06%
3,912
+242
309
$279K 0.06%
9,242
+148
310
$278K 0.06%
20,406
-744
311
$278K 0.06%
+4,503
312
$277K 0.06%
1,246
-187
313
$275K 0.06%
3,117
+119
314
$274K 0.06%
5,103
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315
$274K 0.06%
645
-23
316
$273K 0.06%
2,407
-96
317
$272K 0.06%
3,841
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318
$272K 0.06%
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319
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3,322
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320
$272K 0.06%
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321
$271K 0.06%
4,706
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322
$270K 0.06%
5,767
+145
323
$270K 0.06%
342
-69
324
$270K 0.06%
3,969
-195
325
$270K 0.06%
781
+130
11 12
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