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
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$218K 0.04%
19,810
-356
402
$216K 0.04%
+2,172
403
$216K 0.04%
9,124
-1,334
404
$214K 0.04%
625
+15
405
$212K 0.04%
8,631
+190
406
$211K 0.04%
631
+17
407
$210K 0.04%
+1,406
408
$209K 0.04%
2,976
+177
409
$208K 0.04%
+1,000
410
$208K 0.04%
1,705
+123
411
$207K 0.04%
7,141
+553
412
$207K 0.04%
3,165
413
$205K 0.04%
487
+22
414
$205K 0.04%
6,000
415
$202K 0.04%
+5,705
416
$202K 0.04%
1,071
-132
417
$202K 0.04%
5,211
418
$201K 0.04%
+4,716
419
$200K 0.04%
+5,458
420
$200K 0.04%
1,021
-332
421
$197K 0.04%
+12,116
422
$195K 0.04%
36,990
+1,002
423
$188K 0.04%
36,388
+6,000
424
$184K 0.04%
11,300
-700
425
$180K 0.04%
1,445
+476
15 16
17
18 19