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
$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 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$239K 0.05%
11,340
-12
377
$239K 0.05%
4,013
+273
378
$238K 0.05%
2,660
+6
379
$237K 0.05%
+25,000
380
$237K 0.05%
+4,700
381
$236K 0.05%
4,870
-111
382
$235K 0.05%
991
+68
383
$234K 0.05%
1,765
-123
384
$233K 0.05%
15,861
+514
385
$233K 0.05%
1,942
+120
386
$232K 0.05%
3,418
+187
387
$232K 0.05%
979
+56
388
$230K 0.05%
+10,807
389
$230K 0.05%
4,797
-408
390
$230K 0.05%
3,720
-210
391
$229K 0.05%
2,917
+233
392
$229K 0.05%
6,197
+438
393
$224K 0.05%
4,982
+300
394
$224K 0.05%
3,270
+198
395
$222K 0.05%
+1,964
396
$221K 0.05%
1,495
-1,943
397
$221K 0.05%
1,936
-364
398
$220K 0.05%
1,036
-65
399
$218K 0.04%
+3,108
400
$218K 0.04%
+3,751
14 15
16
17 18