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
501
– –
-4,755
502
– –
-103,282
503
– –
-194,893
504
– –
-1,124
505
– –
-1,341
506
– –
-4,100
507
– –
-808
508
– –
-13,117
509
– –
-19,312
510
– –
-60,078
511
– –
-21,937
512
– –
-23,492
513
– –
-11,328
514
– –
-2,149
515
– –
-6,342
516
– –
-11,508
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