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
26
$3.63M 0.75%
+36,638
27
$3.59M 0.74%
113,469
-354
28
$3.54M 0.73%
42,778
+2,762
29
$3.44M 0.71%
12,038
-1,187
30
$3.21M 0.66%
7,843
+81
31
$3.1M 0.64%
37,717
+32,001
32
$2.89M 0.6%
70,733
+2,270
33
$2.8M 0.58%
73,620
+9,936
34
$2.73M 0.56%
8,852
+356
35
$2.73M 0.56%
6,632
+105
36
$2.71M 0.56%
+81,642
37
$2.64M 0.55%
27,893
+863
38
$2.63M 0.54%
550,342
39
$2.48M 0.51%
+85,634
40
$2.47M 0.51%
10,960
-682
41
$2.38M 0.49%
21,730
+132
42
$2.3M 0.47%
5,968
-797
43
$2.3M 0.47%
14,092
+364
44
$2.29M 0.47%
21,504
+231
45
$2.25M 0.46%
9,846
-1,582
46
$2.16M 0.45%
55,605
-8,734
47
$2.15M 0.45%
5,930
-73
48
$2.13M 0.44%
12,932
+775
49
$2.11M 0.44%
11,518
+220
50
$2.1M 0.43%
13,540
-161
1
2
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