PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$21.4M
3
+$12.2M
4
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$5.15M
5
PMVP icon
PMV Pharmaceuticals
PMVP
+$4.5M

Top Sells

1
+$23M
2
+$22.3M
3
+$11.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$5.38M
5
MELI icon
Mercado Libre
MELI
+$1.69M

Sector Composition

1 Healthcare 11.92%
2 Technology 11.85%
3 Industrials 9.58%
4 Financials 9.5%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$208K 0.04%
+3,078
427
$208K 0.04%
+1,699
428
$208K 0.04%
5,284
+73
429
$208K 0.04%
+1,037
430
$208K 0.04%
9,961
-1,379
431
$208K 0.04%
+1,203
432
$207K 0.04%
+1,438
433
$207K 0.04%
+13,060
434
$207K 0.04%
6,000
435
$206K 0.04%
+1,523
436
$205K 0.04%
2,193
+21
437
$205K 0.04%
4,824
+27
438
$204K 0.04%
5,221
+505
439
$204K 0.04%
1,431
-334
440
$203K 0.04%
4,977
-5
441
$203K 0.04%
+21,399
442
$203K 0.04%
17,238
-5,000
443
$203K 0.04%
+442
444
$203K 0.04%
+924
445
$203K 0.04%
+4,228
446
$203K 0.04%
11,982
-89
447
$202K 0.04%
+3,330
448
$202K 0.04%
4,227
-405
449
$202K 0.04%
+575
450
$201K 0.04%
13,044
+2,984
16 17
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