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
451
$188K 0.04%
+22,681
452
$186K 0.04%
160
+80
453
$183K 0.04%
11,046
+235
454
$170K 0.04%
39,572
+1,583
455
$161K 0.03%
39,217
+1,742
456
$153K 0.03%
14,238
457
$149K 0.03%
13,350
+3,124
458
$145K 0.03%
11,542
+472
459
$118K 0.02%
2,830
460
$99.3K 0.02%
11,250
461
$96.2K 0.02%
+12,354
462
$61.3K 0.01%
16,599
463
$60.4K 0.01%
26,017
-4,550
464
$56K 0.01%
19,841
-296
465
$52.3K 0.01%
10,000
466
$32.9K 0.01%
10,000
467
$21.1K ﹤0.01%
19,388
468
$13.4K ﹤0.01%
1,836
469
$5.18K ﹤0.01%
1,269
470
$4.15K ﹤0.01%
833
471
– –
-2,146
472
– –
-18,132
473
– –
-3,568
474
– –
-5,200
475
– –
-9,801
17 18
19
20 21