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
326
$284K 0.06%
1,112
+21
327
$283K 0.06%
1,018
+67
328
$282K 0.06%
9,597
+2,131
329
$282K 0.06%
9,600
+40
330
$282K 0.06%
22,187
+4,069
331
$280K 0.06%
+932
332
$280K 0.06%
+9,790
333
$277K 0.06%
4,405
+232
334
$276K 0.06%
3,808
-652
335
$276K 0.06%
2,159
+69
336
$276K 0.06%
2,446
+313
337
$274K 0.06%
2,427
-3
338
$273K 0.06%
2,791
+23
339
$273K 0.06%
6,682
-134
340
$272K 0.06%
1,461
-1,155
341
$272K 0.06%
+2,058
342
$271K 0.06%
10,630
343
$270K 0.06%
7,907
-1,000
344
$270K 0.06%
7,865
+311
345
$269K 0.06%
3,759
-449
346
$269K 0.06%
4,405
+648
347
$269K 0.06%
4,680
+183
348
$267K 0.06%
848
-102
349
$266K 0.06%
1,079
+81
350
$266K 0.05%
3,143
+190
12 13
14
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