PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$5.16M
3 +$4.13M
4
PM icon
Philip Morris
PM
+$1.39M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.1M

Top Sells

1 +$5.7M
2 +$2.27M
3 +$1.14M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.07M

Sector Composition

1 Financials 21.26%
2 Technology 20.65%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CI icon
351
Cigna
CI
$79.9B
$278K 0.05%
842
+17
CTRA icon
352
Coterra Energy
CTRA
$17.4B
$277K 0.05%
10,933
-9,586
KMX icon
353
CarMax
KMX
$6.3B
$277K 0.05%
4,114
-33
MTDR icon
354
Matador Resources
MTDR
$5.35B
$275K 0.05%
5,759
+884
GM icon
355
General Motors
GM
$55.6B
$275K 0.05%
5,581
-38
CBOE icon
356
Cboe Global Markets
CBOE
$25.1B
$274K 0.05%
+1,176
URI icon
357
United Rentals
URI
$63.1B
$274K 0.05%
364
+27
JCI icon
358
Johnson Controls International
JCI
$71.2B
$273K 0.05%
2,583
-235
ZBH icon
359
Zimmer Biomet
ZBH
$20.2B
$271K 0.05%
2,971
-375
SNY icon
360
Sanofi
SNY
$123B
$271K 0.05%
5,608
+847
CHKP icon
361
Check Point Software Technologies
CHKP
$20.5B
$271K 0.05%
1,224
+116
LSTR icon
362
Landstar System
LSTR
$4.51B
$271K 0.05%
1,946
+449
FIX icon
363
Comfort Systems
FIX
$29.2B
$270K 0.05%
+504
MET icon
364
MetLife
MET
$52.2B
$269K 0.05%
3,340
+230
FTI icon
365
TechnipFMC
FTI
$14.8B
$268K 0.05%
7,784
+274
CNXC icon
366
Concentrix
CNXC
$2.79B
$268K 0.05%
5,071
-180
DOV icon
367
Dover
DOV
$22.8B
$267K 0.05%
1,459
+12
HXL icon
368
Hexcel
HXL
$4.91B
$267K 0.05%
4,730
-652
WPM icon
369
Wheaton Precious Metals
WPM
$47.5B
$266K 0.05%
+2,960
CHE icon
370
Chemed
CHE
$6.42B
$265K 0.05%
544
-36
UMH
371
UMH Properties
UMH
$1.21B
$264K 0.05%
15,699
+62
NTAP icon
372
NetApp
NTAP
$23.8B
$263K 0.05%
2,465
+155
ICE icon
373
Intercontinental Exchange
ICE
$87.9B
$263K 0.05%
1,432
+96
OLED icon
374
Universal Display
OLED
$7.08B
$262K 0.05%
1,699
+253
LTH icon
375
Life Time Group Holdings
LTH
$5.65B
$262K 0.05%
+8,630