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
376
$296K 0.05%
5,093
-49
377
$295K 0.05%
4,534
+12
378
$295K 0.05%
6,450
+350
379
$294K 0.05%
520
+5
380
$293K 0.05%
2,629
+600
381
$292K 0.05%
1,369
+102
382
$291K 0.05%
5,207
-74
383
$289K 0.05%
3,791
+85
384
$288K 0.05%
1,449
+41
385
$287K 0.05%
1,136
+268
386
$286K 0.05%
25,126
+1,108
387
$285K 0.05%
+6,961
388
$284K 0.05%
+5,877
389
$281K 0.05%
5,055
-83
390
$280K 0.05%
3,079
+525
391
$280K 0.05%
+1,132
392
$278K 0.05%
3,438
+395
393
$278K 0.05%
1,433
+26
394
$275K 0.05%
2,150
+221
395
$274K 0.05%
3,317
+16
396
$273K 0.05%
+1,068
397
$273K 0.05%
+2,085
398
$272K 0.05%
2,972
-399
399
$272K 0.05%
5,222
+497
400
$271K 0.05%
1,925
+51
14 15
16
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