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
$338M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.55M
3
+$3.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.88M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.82M

Top Sells

1
+$14.7M
2
+$3.62M
3
+$2.81M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.26M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.03M

Sector Composition

1 Industrials 12.04%
2 Technology 10.77%
3 Healthcare 10.34%
4 Financials 9.36%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.85%
87,019
+5,548
27
$2.88M 0.85%
+27,558
28
$2.82M 0.83%
+52,182
29
$2.81M 0.83%
+28,052
30
$2.81M 0.83%
+21,966
31
$2.56M 0.76%
5,890
+501
32
$2.54M 0.75%
69,812
+7,411
33
$2.48M 0.74%
11,569
+337
34
$2.36M 0.7%
7,647
-47,555
35
$2.22M 0.66%
92,799
+1,824
36
$2.18M 0.65%
8,819
-534
37
$2.14M 0.63%
11,089
+1,203
38
$2.02M 0.6%
86,447
+6,829
39
$1.88M 0.56%
20,587
+491
40
$1.88M 0.56%
82,396
+15,065
41
$1.81M 0.53%
66,740
+2,440
42
$1.79M 0.53%
11,655
+43
43
$1.76M 0.52%
10,112
+149
44
$1.75M 0.52%
+62,151
45
$1.72M 0.51%
21,805
-15,415
46
$1.69M 0.5%
1,716
+284
47
$1.67M 0.49%
30,998
+25,866
48
$1.64M 0.49%
17,320
+210
49
$1.64M 0.49%
5,552
+426
50
$1.61M 0.48%
5,148
+2,221
1
2
3 4 5