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
301
$310K 0.06%
3,955
+1,263
302
$309K 0.06%
1,429
+27
303
$308K 0.06%
867
+16
304
$307K 0.06%
4,874
-18
305
$306K 0.06%
1,788
+15
306
$306K 0.06%
9,425
+359
307
$305K 0.06%
1,138
-9
308
$303K 0.06%
1,192
+10
309
$303K 0.06%
3,633
+195
310
$297K 0.06%
6,575
-555
311
$297K 0.06%
+4,681
312
$296K 0.06%
551
-103
313
$296K 0.06%
+6,420
314
$295K 0.06%
4,323
-30
315
$295K 0.06%
4,582
+596
316
$294K 0.06%
10,218
317
$294K 0.06%
13,526
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318
$294K 0.06%
2,620
+78
319
$292K 0.06%
1,430
+15
320
$292K 0.06%
1,764
+44
321
$292K 0.06%
17,708
-1,577
322
$288K 0.06%
10,127
+479
323
$288K 0.06%
3,887
+219
324
$285K 0.06%
4,407
+27
325
$284K 0.06%
40,336
+1,779
11 12
13
14 15