PCS
Personal CFO Solutions Portfolio holdings
AUM
$541M
1-Year Return
19.91%
This Quarter Return
+4.34%
1 Year Return
+19.91%
3 Year Return
+69.73%
5 Year Return
+114.48%
10 Year Return
–
AUM
$463M
AUM Growth
+$58.5M
(+14%)
Cap. Flow
+$35.6M
Cap. Flow
% of AUM
7.7%
Top 10 Holdings %
Top 10 Hldgs %
31.26%
Holding
453
New
80
Increased
199
Reduced
107
Closed
46
Top Buys
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$17.7M |
| 2 |
Innovator US Equity Power Buffer ETF September
PSEP
|
+$7.82M |
| 3 |
Innovator US Equity Buffer ETF December
BDEC
|
+$5.45M |
| 4 |
ITT
ITT
|
+$5.26M |
| 5 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$4.39M |
Sector Composition
| 1 | Healthcare | 15.35% |
| 2 | Industrials | 10.51% |
| 3 | Technology | 10.49% |
| 4 | Financials | 7.93% |
| 5 | Communication Services | 6% |
