PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.11M
3
+$3.89M
4
PM icon
Philip Morris
PM
+$1.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.09M

Top Sells

1
+$5.7M
2
+$2.28M
3
+$1.14M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.01M

Sector Composition

1 Financials 21.3%
2 Technology 20.6%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$278K 0.05%
842
+17
352
$277K 0.05%
10,933
-9,586
353
$277K 0.05%
4,114
-33
354
$275K 0.05%
5,759
+884
355
$275K 0.05%
5,581
-38
356
$274K 0.05%
+1,176
357
$274K 0.05%
364
+27
358
$273K 0.05%
2,583
-235
359
$271K 0.05%
2,971
-375
360
$271K 0.05%
5,608
+847
361
$271K 0.05%
1,224
+116
362
$271K 0.05%
1,946
+449
363
$270K 0.05%
+504
364
$269K 0.05%
3,340
+230
365
$268K 0.05%
7,784
+274
366
$268K 0.05%
5,071
-180
367
$267K 0.05%
1,459
+12
368
$267K 0.05%
4,730
-652
369
$266K 0.05%
+2,960
370
$265K 0.05%
544
-36
371
$264K 0.05%
15,699
+62
372
$263K 0.05%
2,465
+155
373
$263K 0.05%
1,432
+96
374
$262K 0.05%
1,699
+253
375
$262K 0.05%
+8,630
13 14
15
16 17