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
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.43%
2 Technology 11.11%
3 Industrials 9.99%
4 Financials 8.99%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$254K 0.05%
2,292
+174
352
$253K 0.05%
22,238
-4,300
353
$253K 0.05%
+8,760
354
$253K 0.05%
1,446
+57
355
$252K 0.05%
6,482
+476
356
$251K 0.05%
+2,960
357
$250K 0.05%
6,344
+378
358
$250K 0.05%
4,632
+149
359
$250K 0.05%
1,678
-368
360
$250K 0.05%
3,185
+137
361
$250K 0.05%
8,420
-768,866
362
$249K 0.05%
1,480
-11
363
$248K 0.05%
3,865
-93
364
$248K 0.05%
1,052
+121
365
$248K 0.05%
1,976
+10
366
$248K 0.05%
10,814
+711
367
$248K 0.05%
3,200
+723
368
$247K 0.05%
2,462
-9
369
$246K 0.05%
15,894
+426
370
$245K 0.05%
2,262
+92
371
$245K 0.05%
+43,664
372
$244K 0.05%
+13,835
373
$244K 0.05%
+2,469
374
$242K 0.05%
1,975
+189
375
$240K 0.05%
935
+12
13 14
15
16 17