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
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$22.3M
3 +$11.8M
4
BA icon
Boeing
BA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.95M

Top Sells

1 +$23.9M
2 +$23M
3 +$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.36M

Sector Composition

1 Healthcare 11.43%
2 Technology 11.11%
3 Industrials 9.99%
4 Financials 8.99%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-2,549
477
-17,776
478
-10,809
479
-6,390