PCS
Personal CFO Solutions Portfolio holdings
AUM
$541M
1-Year Est. Return
19.91%
1 Year Est. Return
+19.91%
AUM
$541M
AUM Growth
+$48M
(+9.7%)
Holding
516
Top Buys
| 1 | +$5.92M | |
| 2 | +$5.16M | |
| 3 | +$4.13M | |
| 4 |
Philip Morris
PM
|
+$1.39M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.1M |
Top Sells
| 1 | +$5.7M | |
| 2 | +$2.27M | |
| 3 | +$1.14M | |
| 4 |
Amazon
AMZN
|
+$1.12M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$1.07M |
Sector Composition
| 1 | Financials | 21.26% |
| 2 | Technology | 20.65% |
| 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 | |
|---|---|---|---|---|---|---|
501
Kimberly-Clark
KMB
$40.3B
| – | – |
-1,424
|
|
||
502
Live Nation Entertainment
LYV
$36B
| – | – |
-2,119
|
|
||
503
Annaly Capital Management
NLY
$13.4B
| – | – |
-10,897
|
|
||
|
NXRT
504
NexPoint Residential Trust
NXRT
$776M
| – | – |
-5,080
|
|
||
505
Rollins
ROL
$27.1B
| – | – |
-3,902
|
|
||
506
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-204,016
|
|
||
507
Schneider National
SNDR
$4.07B
| – | – |
-11,812
|
|
||
508
Molson Coors Class B
TAP
$9.36B
| – | – |
-5,109
|
|
||
509
Teva Pharmaceuticals
TEVA
$22.2B
| – | – |
-10,259
|
|
||
510
Truist Financial
TFC
$54.9B
| – | – |
-7,119
|
|
||
511
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-6,110
|
|
||
512
Vanguard Growth ETF
VUG
$195B
| – | – |
-1,779
|
|
||
513
Western Union
WU
$2.68B
| – | – |
-23,409
|
|
||
514
Willis Towers Watson
WTW
$32.2B
| – | – |
-732
|
|
||
|
515
Financial Select Sector SPDR Fund
XLF
$53.7B
| – | – |
-21,392
|
|
||
516
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-7,781
|
|