PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.11M
3
+$3.89M
4
PM icon
Philip Morris
PM
+$1.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.09M

Top Sells

1
+$5.7M
2
+$2.28M
3
+$1.14M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.01M

Sector Composition

1 Financials 21.3%
2 Technology 20.6%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$242K 0.04%
2,009
-13
402
$241K 0.04%
+1,939
403
$241K 0.04%
+1,955
404
$240K 0.04%
11,149
-1,003
405
$240K 0.04%
590
+56
406
$239K 0.04%
+980
407
$239K 0.04%
+2,326
408
$238K 0.04%
34,505
+2,933
409
$237K 0.04%
809
+48
410
$237K 0.04%
962
-133
411
$236K 0.04%
+7,242
412
$236K 0.04%
1,312
+30
413
$235K 0.04%
4,196
+52
414
$234K 0.04%
690
+20
415
$234K 0.04%
+3,390
416
$234K 0.04%
576
-306
417
$234K 0.04%
437
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418
$232K 0.04%
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419
$232K 0.04%
777
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420
$231K 0.04%
+1,340
421
$231K 0.04%
+7,785
422
$231K 0.04%
+6,776
423
$231K 0.04%
7,841
-215
424
$230K 0.04%
+684
425
$230K 0.04%
1,739
-28
15 16
17
18 19