PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.11M
3
+$3.89M
4
PM icon
Philip Morris
PM
+$1.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.09M

Top Sells

1
+$5.7M
2
+$2.28M
3
+$1.14M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.01M

Sector Composition

1 Financials 21.3%
2 Technology 20.6%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.61%
14,603
-1,207
27
$3.25M 0.6%
30,166
+905
28
$3.19M 0.59%
73,632
+819
29
$3.18M 0.59%
9,968
-1,092
30
$3.01M 0.56%
10,382
+1,062
31
$2.95M 0.55%
9,302
-3,084
32
$2.94M 0.54%
10,653
+792
33
$2.81M 0.52%
47,899
-922
34
$2.76M 0.51%
9,456
-421
35
$2.61M 0.48%
18,244
+230
36
$2.53M 0.47%
13,885
+7,631
37
$2.51M 0.46%
8,255
-102
38
$2.44M 0.45%
17,436
-110
39
$2.38M 0.44%
82,157
+647
40
$2.37M 0.44%
17,418
-142
41
$2.35M 0.43%
16,066
-658
42
$2.33M 0.43%
14,576
+529
43
$2.3M 0.43%
11,210
+1,435
44
$2.26M 0.42%
5,830
+67
45
$2.21M 0.41%
18,134
+478
46
$2.12M 0.39%
18,398
+745
47
$2.02M 0.37%
18,454
+111
48
$2M 0.37%
13,082
-132
49
$1.99M 0.37%
25,093
-28,729
50
$1.96M 0.36%
10,087
+5,331
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