PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.7%
45,255
+51
27
$3.34M 0.68%
130,200
+3,148
28
$3.25M 0.67%
5,637
-467
29
$2.85M 0.58%
8,896
-839
30
$2.68M 0.55%
12,037
+695
31
$2.57M 0.53%
24,886
+315
32
$2.52M 0.52%
3,379
+30
33
$2.49M 0.51%
28,416
+686
34
$2.45M 0.5%
46,173
+90
35
$2.45M 0.5%
66,100
+1,732
36
$2.44M 0.5%
20,637
+264
37
$2.18M 0.45%
15,682
-242
38
$2.16M 0.44%
6,218
+202
39
$2.14M 0.44%
13,046
-114
40
$2.14M 0.44%
13,254
+302
41
$2.13M 0.44%
10,864
+142
42
$2.09M 0.43%
8,045
+126
43
$2.04M 0.42%
47,357
+1,240
44
$2.01M 0.41%
7,367
+41
45
$1.99M 0.41%
17,989
-273
46
$1.91M 0.39%
7,040
-12
47
$1.9M 0.39%
7,335
+234
48
$1.86M 0.38%
16,662
+398
49
$1.86M 0.38%
4,761
-22
50
$1.85M 0.38%
3,040
+304
1
2
3 4 5