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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$283K 0.06%
2,846
+259
352
$282K 0.06%
1,088
+217
353
$282K 0.06%
9,065
+398
354
$282K 0.06%
22,376
+995
355
$282K 0.06%
4,944
+747
356
$282K 0.06%
1,375
+88
357
$280K 0.06%
+5,102
358
$279K 0.06%
2,940
+722
359
$278K 0.05%
2,768
+490
360
$276K 0.05%
11,205
+469
361
$276K 0.05%
4,620
+194
362
$276K 0.05%
2,001
+82
363
$274K 0.05%
37,750
364
$271K 0.05%
4,345
-2,286
365
$269K 0.05%
205
366
$268K 0.05%
4,785
+184
367
$266K 0.05%
4,790
-734
368
$265K 0.05%
+2,086
369
$264K 0.05%
3,985
+155
370
$264K 0.05%
1,747
+443
371
$260K 0.05%
16,757
+757
372
$260K 0.05%
15,581
+3,211
373
$259K 0.05%
2,938
+138
374
$259K 0.05%
1,554
+277
375
$256K 0.05%
18,663
+191
13 14
15
16 17