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
$338M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.55M
3
+$3.53M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.88M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.82M

Top Sells

1
+$14.7M
2
+$3.62M
3
+$2.81M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.26M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.03M

Sector Composition

1 Industrials 12.04%
2 Technology 10.77%
3 Healthcare 10.39%
4 Financials 9.31%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.45%
4,161
-8
52
$1.52M 0.45%
30,048
+3,992
53
$1.52M 0.45%
28,000
54
$1.44M 0.43%
6,011
+1,756
55
$1.43M 0.42%
9,568
+235
56
$1.43M 0.42%
22,992
-36,307
57
$1.37M 0.41%
10,020
+487
58
$1.36M 0.4%
40,072
+6,311
59
$1.3M 0.38%
22,875
+344
60
$1.29M 0.38%
9,174
+1,456
61
$1.28M 0.38%
7,173
-69
62
$1.26M 0.37%
17,923
+4,874
63
$1.24M 0.37%
7,300
+9
64
$1.24M 0.37%
6,605
-67
65
$1.22M 0.36%
3,008
+77
66
$1.21M 0.36%
42,603
+3,838
67
$1.19M 0.35%
22,944
-10,540
68
$1.15M 0.34%
44,356
-78,500
69
$1.13M 0.33%
21,536
+6,042
70
$1.12M 0.33%
39,530
+19,275
71
$1.09M 0.32%
24,367
+1,873
72
$1.08M 0.32%
5,614
+45
73
$1.07M 0.32%
1,716
+11
74
$1.04M 0.31%
5,481
+590
75
$1.03M 0.31%
8,950
+451
1 2
3
4 5