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
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$5.16M
3 +$4.13M
4
PM icon
Philip Morris
PM
+$1.39M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.1M

Top Sells

1 +$5.7M
2 +$2.27M
3 +$1.14M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.07M

Sector Composition

1 Financials 21.26%
2 Technology 20.65%
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
CPK icon
401
Chesapeake Utilities
CPK
$3.14B
$242K 0.04%
2,009
-13
TWLO icon
402
Twilio
TWLO
$16.4B
$241K 0.04%
+1,939
MU icon
403
Micron Technology
MU
$227B
$241K 0.04%
+1,955
ACAD icon
404
Acadia Pharmaceuticals
ACAD
$3.52B
$240K 0.04%
11,149
-1,003
MUSA icon
405
Murphy USA
MUSA
$7.47B
$240K 0.04%
590
+56
UFPT icon
406
UFP Technologies
UFPT
$1.51B
$239K 0.04%
+980
IRM icon
407
Iron Mountain
IRM
$30.9B
$239K 0.04%
+2,326
VNET
408
VNET Group
VNET
$2.36B
$238K 0.04%
34,505
+2,933
PSA icon
409
Public Storage
PSA
$54B
$237K 0.04%
809
+48
RSG icon
410
Republic Services
RSG
$68.6B
$237K 0.04%
962
-133
CSX icon
411
CSX Corp
CSX
$68.2B
$236K 0.04%
+7,242
GDDY icon
412
GoDaddy
GDDY
$17.8B
$236K 0.04%
1,312
+30
POWI icon
413
Power Integrations
POWI
$2.55B
$235K 0.04%
4,196
+52
EG icon
414
Everest Group
EG
$14.6B
$234K 0.04%
690
+20
AFRM icon
415
Affirm
AFRM
$22.1B
$234K 0.04%
+3,390
CYBR icon
416
CyberArk
CYBR
$24.8B
$234K 0.04%
576
-306
EME icon
417
Emcor
EME
$30.8B
$234K 0.04%
437
-108
HLT icon
418
Hilton Worldwide
HLT
$61.2B
$232K 0.04%
+872
AYI icon
419
Acuity Brands
AYI
$10.9B
$232K 0.04%
777
-94
ASND icon
420
Ascendis Pharma
ASND
$12.7B
$231K 0.04%
+1,340
NSSC icon
421
Napco Security Technologies
NSSC
$1.55B
$231K 0.04%
+7,785
APG icon
422
APi Group
APG
$14.2B
$231K 0.04%
+6,776
KMI icon
423
Kinder Morgan
KMI
$60.8B
$231K 0.04%
7,841
-215
CVNA icon
424
Carvana
CVNA
$46.1B
$230K 0.04%
+684
DTE icon
425
DTE Energy
DTE
$29.5B
$230K 0.04%
1,739
-28