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
426
$230K 0.04%
+8,342
427
$229K 0.04%
1,602
-169
428
$227K 0.04%
730
-7
429
$227K 0.04%
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-3,004
430
$226K 0.04%
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431
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488
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432
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+1,005
433
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434
$223K 0.04%
17,796
-445
435
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+593
436
$222K 0.04%
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437
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+1,190
438
$220K 0.04%
26,002
+1,672
439
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440
$220K 0.04%
5,404
-117
441
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+20,809
442
$218K 0.04%
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443
$218K 0.04%
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444
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445
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446
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447
$216K 0.04%
7,398
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448
$216K 0.04%
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449
$216K 0.04%
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450
$216K 0.04%
6,797
-239
16 17
18
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