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
$578M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.35M
3
+$1.79M
4
CBRE icon
CBRE Group
CBRE
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Top Sells

1
+$4.65M
2
+$3.91M
3
+$2.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M

Sector Composition

1 Financials 14.73%
2 Technology 12.95%
3 Healthcare 8.2%
4 Consumer Discretionary 6.25%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$211K 0.04%
6,167
+127
477
$210K 0.04%
+1,940
478
$210K 0.04%
+4,389
479
$209K 0.04%
17,535
-298
480
$208K 0.04%
1,935
+28
481
$208K 0.04%
4,642
-854
482
$208K 0.04%
+1,009
483
$208K 0.04%
+1,915
484
$208K 0.04%
1,559
-840
485
$207K 0.04%
+1,801
486
$207K 0.04%
+178
487
$207K 0.04%
+402
488
$206K 0.04%
+5,000
489
$206K 0.04%
4,465
-7,947
490
$204K 0.04%
+7,693
491
$202K 0.03%
+4,199
492
$201K 0.03%
+1,993
493
$201K 0.03%
+2,410
494
$200K 0.03%
+5,492
495
$200K 0.03%
+1,118
496
$194K 0.03%
20,602
-600
497
$192K 0.03%
24,818
-787
498
$170K 0.03%
20,600
+3,115
499
$152K 0.03%
+15,669
500
$141K 0.02%
11,589
-2,472
18 19
20
21 22