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
$484M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.11M
3
+$5.16M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$4.56M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M

Top Sells

1
+$9.18M
2
+$6.14M
3
+$5.59M
4
CB icon
Chubb
CB
+$4.61M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$4.39M

Sector Composition

1 Financials 14.37%
2 Technology 11.86%
3 Healthcare 9.43%
4 Industrials 6.02%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$232K 0.05%
970
+69
402
$231K 0.05%
4,620
+22
403
$230K 0.05%
2,881
-286
404
$229K 0.05%
4,798
+65
405
$228K 0.05%
2,457
-21,657
406
$228K 0.05%
+3,265
407
$227K 0.05%
+1,759
408
$227K 0.05%
2,491
-86
409
$227K 0.05%
5,300
410
$226K 0.05%
+4,486
411
$225K 0.05%
+2,802
412
$225K 0.05%
1,377
+65
413
$223K 0.05%
+4,173
414
$223K 0.05%
309
-2
415
$223K 0.05%
+27,928
416
$222K 0.05%
2,945
-73,952
417
$222K 0.05%
+9,699
418
$222K 0.05%
+11,409
419
$222K 0.05%
+776
420
$221K 0.05%
+1,653
421
$219K 0.05%
1,124
-1,014
422
$219K 0.05%
312
+20
423
$219K 0.05%
7,860
+360
424
$218K 0.05%
5,799
-23
425
$218K 0.05%
+2,487
15 16
17
18 19