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
$484M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.11M
3
+$5.16M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$4.56M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M

Top Sells

1
+$9.18M
2
+$6.14M
3
+$5.59M
4
CB icon
Chubb
CB
+$4.61M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$4.39M

Sector Composition

1 Financials 14.37%
2 Technology 11.86%
3 Healthcare 9.43%
4 Industrials 6.02%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$265K 0.05%
473
+24
352
$265K 0.05%
8,412
-2,193
353
$263K 0.05%
3,776
+89
354
$263K 0.05%
5,504
-188
355
$262K 0.05%
6,880
+48
356
$262K 0.05%
+5,369
357
$260K 0.05%
2,984
+138
358
$260K 0.05%
6,603
359
$259K 0.05%
12,299
-353
360
$259K 0.05%
2,301
+84
361
$257K 0.05%
7,704
-530
362
$255K 0.05%
2,421
+150
363
$253K 0.05%
+3,137
364
$253K 0.05%
7,113
+1,087
365
$251K 0.05%
1,883
-240
366
$250K 0.05%
3,917
-14
367
$249K 0.05%
6,448
+849
368
$249K 0.05%
3,624
-56
369
$248K 0.05%
1,351
-55
370
$247K 0.05%
624
-126
371
$247K 0.05%
+2,580
372
$247K 0.05%
7,704
-1,796
373
$246K 0.05%
4,983
+30
374
$246K 0.05%
3,356
+17
375
$245K 0.05%
8,479
+479
13 14
15
16 17