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
376
$245K 0.05%
2,707
-449
377
$244K 0.05%
3,075
+246
378
$243K 0.05%
7,519
379
$242K 0.05%
+9,928
380
$242K 0.05%
12,860
+14
381
$241K 0.05%
5,372
-27
382
$241K 0.05%
1,217
-2
383
$241K 0.05%
4,552
-657
384
$240K 0.05%
9,665
-534
385
$239K 0.05%
205
+5
386
$239K 0.05%
5,246
387
$239K 0.05%
+4,530
388
$238K 0.05%
3,800
-310
389
$237K 0.05%
19,997
+1,394
390
$237K 0.05%
1,386
+54
391
$236K 0.05%
826
+1
392
$236K 0.05%
96
+1
393
$236K 0.05%
+2,406
394
$235K 0.05%
21,404
+589
395
$235K 0.05%
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396
$234K 0.05%
+1,540
397
$233K 0.05%
7,146
+294
398
$233K 0.05%
+5,544
399
$233K 0.05%
6,452
-144
400
$232K 0.05%
1,051
+123
14 15
16
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