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
376
$256K 0.05%
2,749
+326
377
$256K 0.05%
4,816
+180
378
$254K 0.05%
4,715
+488
379
$254K 0.05%
2,475
-10,462
380
$253K 0.05%
1,978
+455
381
$250K 0.05%
7,311
+1,478
382
$250K 0.05%
1,259
+61
383
$250K 0.05%
1,646
-121
384
$250K 0.05%
6,459
+623
385
$249K 0.05%
3,645
-45
386
$247K 0.05%
6,155
+404
387
$247K 0.05%
1,399
+335
388
$247K 0.05%
18,501
+5,441
389
$247K 0.05%
8,454
+336
390
$244K 0.05%
16,500
+993
391
$244K 0.05%
1,189
-61
392
$241K 0.05%
6,389
-665
393
$241K 0.05%
18,001
+4,957
394
$240K 0.05%
25,000
395
$240K 0.05%
5,211
+234
396
$238K 0.05%
4,949
+31
397
$235K 0.05%
2,569
+146
398
$235K 0.05%
+708
399
$234K 0.05%
+6,828
400
$234K 0.05%
+18,000
14 15
16
17 18