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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$233K 0.05%
+1,507
402
$233K 0.05%
+10,989
403
$233K 0.05%
1,329
+120
404
$230K 0.05%
6,098
+178
405
$230K 0.05%
+2,789
406
$229K 0.05%
1,444
+75
407
$228K 0.05%
2,776
-29,198
408
$227K 0.04%
452
-758
409
$226K 0.04%
8,600
410
$226K 0.04%
+2,646
411
$225K 0.04%
1,912
-228
412
$224K 0.04%
28,387
-123
413
$224K 0.04%
2,737
+4
414
$224K 0.04%
+67
415
$223K 0.04%
+44,003
416
$222K 0.04%
1,445
+7
417
$222K 0.04%
+3,840
418
$221K 0.04%
6,810
+294
419
$220K 0.04%
1,064
+55
420
$220K 0.04%
+9,017
421
$218K 0.04%
2,013
+93
422
$218K 0.04%
1,701
+2
423
$217K 0.04%
5,075
-175
424
$217K 0.04%
4,894
+216
425
$216K 0.04%
8,469
+351
15 16
17
18 19