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
$338M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.55M
3
+$3.53M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.88M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.82M

Top Sells

1
+$14.7M
2
+$3.62M
3
+$2.81M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.26M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.03M

Sector Composition

1 Industrials 12.04%
2 Technology 10.77%
3 Healthcare 10.39%
4 Financials 9.31%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-878
352
– –
-91,627
353
– –
-25,873
354
– –
-1,514
355
– –
-2,204
356
– –
-6,846
357
– –
-13,354
358
– –
-2,071
359
– –
-86,440
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