PCS
Personal CFO Solutions Portfolio holdings
AUM
$541M
This Quarter Return
+7.15%
1 Year Return
+19.91%
3 Year Return
+69.73%
5 Year Return
+114.48%
10 Year Return
–
AUM
$300K
AUM Growth
+$300K
(-100%)
Cap. Flow
-$49M
Cap. Flow
% of AUM
-16,342.51%
Top 10 Holdings %
Top 10 Hldgs %
34.67%
Holding
361
New
48
Increased
127
Reduced
132
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Healthcare | 11% |
| 3 | Industrials | 11% |
| 4 | Communication Services | 7.33% |
| 5 | Consumer Discretionary | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Lowe's Companies
LOW
$146B
| $0 | ﹤0.01% |
2,453
-193
| -7% | – |
|
352
Leap Therapeutics
LPTX
$12.2M
| $0 | ﹤0.01% |
88,165
+13,000
| +17% | – |
|
353
Lloyds Banking Group
LYG
$63.6B
| $0 | ﹤0.01% |
15,469
-1,720
| -10% | – |
|
354
McDonald's
MCD
$226B
| $0 | ﹤0.01% |
1,916
+131
| +7% | – |
|
355
Mondelez International
MDLZ
$79.1B
| $0 | ﹤0.01% |
5,445
+387
| +8% | – |
|
356
Mohawk Industries
MHK
$8.07B
| $0 | ﹤0.01% |
2,960
-104
| -3% | – |
|
357
Global X Millennial Consumer ETF
MILN
$128M
| $0 | ﹤0.01% |
+11,583
| New | – |
|
358
MarketAxess Holdings
MKTX
$6.73B
| $0 | ﹤0.01% |
885
| – | – |
|
359
3M
MMM
$80.7B
| $0 | ﹤0.01% |
2,044
+139
| +7% | – |
|
360
Morningstar
MORN
$10.7B
| $0 | ﹤0.01% |
+1,348
| New | – |
|
361
Morgan Stanley
MS
$236B
| $0 | ﹤0.01% |
6,662
+2,259
| +51% | – |
|