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
$578M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.35M
3
+$1.79M
4
CBRE icon
CBRE Group
CBRE
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Top Sells

1
+$4.65M
2
+$3.91M
3
+$2.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.11M

Sector Composition

1 Financials 14.73%
2 Technology 12.95%
3 Healthcare 8.2%
4 Consumer Discretionary 6.25%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$270K 0.05%
+3,325
402
$270K 0.05%
+6,566
403
$268K 0.05%
17,861
+848
404
$266K 0.05%
1,090
-220
405
$265K 0.05%
3,228
+100
406
$265K 0.05%
1,024
+16
407
$264K 0.05%
1,143
-44
408
$264K 0.05%
+3,418
409
$262K 0.05%
+74
410
$262K 0.05%
+968
411
$259K 0.04%
+3,275
412
$259K 0.04%
1,681
+58
413
$257K 0.04%
4,705
+69
414
$257K 0.04%
937
-435
415
$257K 0.04%
14,929
-564
416
$254K 0.04%
+2,001
417
$253K 0.04%
3,150
-1,569
418
$253K 0.04%
3,909
-60,448
419
$252K 0.04%
2,071
-1,123
420
$251K 0.04%
3,713
+56
421
$251K 0.04%
1,217
-24
422
$250K 0.04%
1,394
-12
423
$250K 0.04%
14,238
424
$249K 0.04%
+4,328
425
$249K 0.04%
1,292
+201
15 16
17
18 19