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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 0.75%
8,383
-1,344
27
$3.76M 0.74%
8,291
-1,139
28
$3.66M 0.72%
114,552
+1,564
29
$3.61M 0.71%
143,795
+3,131
30
$3.33M 0.66%
13,793
-330
31
$3.24M 0.64%
7,800
+1,666
32
$3.2M 0.63%
41,890
+468
33
$3.16M 0.62%
14,263
+1,252
34
$3.14M 0.62%
27,965
+3,560
35
$2.82M 0.56%
12,673
+774
36
$2.78M 0.55%
66,874
+1,743
37
$2.71M 0.54%
7,554
+111
38
$2.69M 0.53%
7,526
-131
39
$2.63M 0.52%
7,464
+101
40
$2.6M 0.51%
5,716
+109
41
$2.58M 0.51%
7,639
-1,032
42
$2.55M 0.5%
14,407
+149
43
$2.5M 0.49%
21,077
+369
44
$2.39M 0.47%
4,680
+109
45
$2.32M 0.46%
3,471
+125
46
$2.17M 0.43%
13,325
-918
47
$1.84M 0.36%
49,000
+15,760
48
$1.77M 0.35%
109,188
49
$1.77M 0.35%
+16,026
50
$1.69M 0.33%
9,372
+1,226
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