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
$578M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.35M
3
+$1.79M
4
CBRE icon
CBRE Group
CBRE
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Top Sells

1
+$4.65M
2
+$3.91M
3
+$2.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M

Sector Composition

1 Financials 14.73%
2 Technology 12.95%
3 Healthcare 8.2%
4 Consumer Discretionary 6.25%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$326K 0.06%
2,789
+12
352
$325K 0.06%
12,822
+3,183
353
$325K 0.06%
2,204
-523
354
$325K 0.06%
14,029
-2,882
355
$325K 0.06%
8,395
+1,171
356
$324K 0.06%
+1,452
357
$323K 0.06%
2,806
-267
358
$323K 0.06%
7,697
+899
359
$323K 0.06%
20,799
+3,029
360
$322K 0.06%
2,568
-10
361
$321K 0.06%
+1,381
362
$319K 0.06%
4,666
+99
363
$318K 0.06%
3,956
-136
364
$317K 0.05%
1,185
+22
365
$316K 0.05%
5,574
+336
366
$316K 0.05%
381
-68
367
$315K 0.05%
4,499
-199
368
$314K 0.05%
5,198
+65
369
$313K 0.05%
4,112
+95
370
$307K 0.05%
5,270
-871
371
$306K 0.05%
10,139
+299
372
$304K 0.05%
8,585
-50
373
$299K 0.05%
32,870
+262
374
$299K 0.05%
8,461
+663
375
$298K 0.05%
+5,029
13 14
15
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