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
376
$262K 0.05%
2,035
-80
377
$261K 0.05%
1,386
-33
378
$258K 0.05%
945
+94
379
$258K 0.05%
3,507
-128
380
$257K 0.05%
12,385
+613
381
$257K 0.05%
2,120
-901
382
$255K 0.05%
+2,182
383
$254K 0.05%
1,166
+9
384
$253K 0.05%
2,017
-10
385
$253K 0.05%
10,979
-196
386
$252K 0.05%
+4,679
387
$252K 0.05%
4,101
-466
388
$251K 0.05%
+1,499
389
$251K 0.05%
3,371
-3
390
$250K 0.05%
1,798
-56
391
$249K 0.05%
4,443
+2
392
$246K 0.05%
+8,178
393
$246K 0.05%
2,724
+99
394
$245K 0.05%
+1,729
395
$245K 0.05%
16,214
+1,724
396
$245K 0.05%
1,014
-47
397
$243K 0.05%
+1,209
398
$243K 0.04%
3,947
-206
399
$242K 0.04%
+6,444
400
$242K 0.04%
+4,310
14 15
16
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