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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$216K 0.04%
1,208
-199
427
$216K 0.04%
291
-24
428
$213K 0.04%
20,425
+888
429
$210K 0.04%
+33,525
430
$209K 0.04%
837
+262
431
$209K 0.04%
+2,880
432
$207K 0.04%
2,539
+153
433
$207K 0.04%
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434
$206K 0.04%
1,926
-3,313
435
$204K 0.04%
1,300
+35
436
$204K 0.04%
+2,563
437
$203K 0.04%
2,603
-26
438
$201K 0.04%
+9,218
439
$201K 0.04%
1,162
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440
$191K 0.04%
12,034
+52
441
$182K 0.04%
+10,014
442
$182K 0.04%
10,800
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443
$177K 0.03%
41,189
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444
$177K 0.03%
10,476
-1,389
445
$171K 0.03%
17,238
446
$119K 0.02%
19,302
+86
447
$115K 0.02%
+10,000
448
$115K 0.02%
+10,000
449
$111K 0.02%
6,317
-800
450
$107K 0.02%
10,000
-2,000
16 17
18
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