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
$493M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$1.28M
3
+$1.14M
4
AON icon
Aon
AON
+$1M
5
SLV icon
iShares Silver Trust
SLV
+$773K

Top Sells

1
+$6.81M
2
+$5.35M
3
+$1.29M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.12M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.07M

Sector Composition

1 Financials 23.07%
2 Technology 18.05%
3 Healthcare 9.94%
4 Industrials 7.73%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$223K 0.05%
+2,622
402
$221K 0.05%
4,935
+251
403
$221K 0.04%
+10,897
404
$220K 0.04%
3,374
-1,365
405
$220K 0.04%
908
-33
406
$219K 0.04%
+2,169
407
$217K 0.04%
+499
408
$217K 0.04%
3,247
-113
409
$217K 0.04%
+1,061
410
$216K 0.04%
2,466
+140
411
$215K 0.04%
953
-58
412
$214K 0.04%
+1,380
413
$212K 0.04%
+2,039
414
$211K 0.04%
+337
415
$211K 0.04%
1,445
+44
416
$211K 0.04%
+3,902
417
$210K 0.04%
7,036
-994
418
$209K 0.04%
4,144
-463
419
$208K 0.04%
11,772
-187
420
$208K 0.04%
8,309
+586
421
$207K 0.04%
782
-63
422
$206K 0.04%
11,175
+670
423
$205K 0.04%
1,610
-529
424
$203K 0.04%
2,310
+45
425
$203K 0.04%
+2,458
15 16
17
18 19