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
$578M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.35M
3
+$1.79M
4
CBRE icon
CBRE Group
CBRE
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Top Sells

1
+$4.65M
2
+$3.91M
3
+$2.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.11M

Sector Composition

1 Financials 14.73%
2 Technology 12.95%
3 Healthcare 8.2%
4 Consumer Discretionary 6.25%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$248K 0.04%
+1,439
427
$246K 0.04%
2,818
-14
428
$246K 0.04%
8,631
-2,000
429
$246K 0.04%
11,126
+419
430
$246K 0.04%
+1,376
431
$245K 0.04%
5,356
-1,586
432
$245K 0.04%
15,316
-208
433
$243K 0.04%
+1,042
434
$242K 0.04%
2,473
-395
435
$241K 0.04%
200
-5
436
$241K 0.04%
3,284
-135
437
$240K 0.04%
9,045
-134
438
$239K 0.04%
2,946
-4,976
439
$238K 0.04%
+534
440
$237K 0.04%
2,245
+14
441
$237K 0.04%
+5,171
442
$235K 0.04%
15,307
+231
443
$234K 0.04%
7,553
+34
444
$234K 0.04%
+977
445
$234K 0.04%
+1,416
446
$234K 0.04%
+4,215
447
$233K 0.04%
+3,155
448
$231K 0.04%
+891
449
$230K 0.04%
1,642
-160
450
$229K 0.04%
+634
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