PCS
Personal CFO Solutions Portfolio holdings
AUM
$630M
1-Year Est. Return
24.98%
This Fund
S&P 500
1 Year Est. Return
+24.98%
AUM
$630M
AUM Growth
+$59.9M
(+11%)
Holding
531
Top Buys
| 1 | +$11.5M | |
| 2 | +$9.21M | |
| 3 | +$8.68M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$5.88M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$1.51M |
Top Sells
| 1 | +$932K | |
| 2 | +$663K | |
| 3 | +$626K | |
| 4 |
iShares Silver Trust
SLV
|
+$600K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$543K |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 19.54% |
| 3 | Industrials | 8.2% |
| 4 | Communication Services | 8.12% |
| 5 | Healthcare | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Sherwin-Williams
SHW
$86.4B
| – | – |
-586
|
|
||
527
Sensata Technologies
ST
$5.14B
| – | – |
-7,243
|
|
||
528
Steris
STE
$23.9B
| – | – |
-1,215
|
|
||
|
UMH
529
UMH Properties
UMH
$1.28B
| – | – |
-10,564
|
|
||
530
Willis Towers Watson
WTW
$28.8B
| – | – |
-697
|
|
||
|
YSG
531
Yatsen Holding
YSG
$355M
| – | – |
-25,422
|
|