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
301
$320K 0.06%
3,541
-141
302
$319K 0.06%
5,002
+421
303
$318K 0.06%
1,273
+299
304
$315K 0.06%
622
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305
$315K 0.06%
1,483
+267
306
$314K 0.06%
4,064
+134
307
$313K 0.06%
5,215
+1,885
308
$313K 0.06%
8,665
+1,087
309
$312K 0.06%
3,120
+138
310
$311K 0.06%
3,621
+152
311
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6,727
+267
312
$308K 0.06%
3,407
+165
313
$308K 0.06%
2,763
-47
314
$307K 0.06%
25,109
+109
315
$307K 0.06%
1,347
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316
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3,414
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317
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+20,591
318
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7,257
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319
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5,382
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320
$304K 0.06%
9,504
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321
$304K 0.06%
3,720
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322
$303K 0.06%
10,343
+320
323
$302K 0.06%
3,902
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324
$302K 0.06%
+3,011
325
$301K 0.06%
9,768
-817
11 12
13
14 15