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
326
$301K 0.06%
6,485
+275
327
$301K 0.06%
3,345
-92
328
$299K 0.06%
3,472
+153
329
$298K 0.06%
5,382
+30
330
$297K 0.06%
9,198
+376
331
$296K 0.06%
+7,883
332
$296K 0.06%
1,420
-134
333
$294K 0.06%
3,625
-620
334
$294K 0.06%
4,027
+157
335
$294K 0.06%
4,850
+272
336
$294K 0.06%
4,755
-69
337
$292K 0.06%
6,551
+417
338
$291K 0.06%
+2,130
339
$291K 0.06%
1,166
+32
340
$290K 0.06%
12,833
+581
341
$289K 0.06%
1,918
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342
$289K 0.06%
3,115
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343
$288K 0.06%
3,559
+165
344
$288K 0.06%
7,519
+825
345
$287K 0.06%
3,346
+105
346
$286K 0.06%
6,432
-19
347
$285K 0.06%
3,157
+79
348
$285K 0.06%
2,500
349
$285K 0.06%
+8,635
350
$283K 0.06%
736
+30
12 13
14
15 16