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
$506M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Sector Composition

1 Financials 15.24%
2 Technology 12.11%
3 Healthcare 9%
4 Industrials 5.95%
5 Consumer Discretionary 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-3,762
502
-10,895
503
-3,123
504
-4,829
505
-3,133
506
-3,688