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
$484M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.11M
3
+$5.16M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$4.56M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M

Top Sells

1
+$9.18M
2
+$6.14M
3
+$5.59M
4
CB icon
Chubb
CB
+$4.61M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$4.39M

Sector Composition

1 Financials 14.37%
2 Technology 11.86%
3 Healthcare 9.43%
4 Industrials 6.02%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$218K 0.05%
2,020
-25
427
$218K 0.05%
6,185
-146
428
$217K 0.04%
+4,270
429
$216K 0.04%
+2,664
430
$214K 0.04%
1,294
-608
431
$214K 0.04%
14,470
+2,811
432
$214K 0.04%
+6,169
433
$212K 0.04%
1,067
+3
434
$210K 0.04%
4,851
-18
435
$210K 0.04%
4,749
-558
436
$210K 0.04%
812
+94
437
$209K 0.04%
2,718
+6
438
$208K 0.04%
+8,123
439
$207K 0.04%
+28,447
440
$206K 0.04%
+3,084
441
$206K 0.04%
+3,195
442
$206K 0.04%
+5,520
443
$205K 0.04%
+678
444
$204K 0.04%
+1,860
445
$203K 0.04%
+2,682
446
$202K 0.04%
+13,305
447
$201K 0.04%
+5,357
448
$201K 0.04%
+1,622
449
$200K 0.04%
+1,298
450
$193K 0.04%
40,235
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