PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300K
AUM Growth
-$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$8.04M
3
+$3.31M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$2.82M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$2.71M

Top Sells

1
+$20.2M
2
+$8.22M
3
+$3.55M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.53M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$2.88M

Sector Composition

1 Technology 12.33%
2 Healthcare 11%
3 Industrials 11%
4 Communication Services 7.33%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K 0.33%
21,800
+1,000
52
$1K 0.33%
6,029
+18
53
$1K 0.33%
15,155
+113
54
$1K 0.33%
2,150
-575
55
$1K 0.33%
+44,775
56
$1K 0.33%
+3,502
57
$1K 0.33%
26,500
+18,500
58
$1K 0.33%
15,633
+4,638
59
$1K 0.33%
2,462
+153
60
$1K 0.33%
5,355
-14
61
$1K 0.33%
2,266
-75
62
$1K 0.33%
15,324
+1,580
63
$1K 0.33%
14,691
-404
64
$1K 0.33%
20,486
+2,568
65
$1K 0.33%
3,146
+471
66
$1K 0.33%
5,894
-111
67
$1K 0.33%
16,221
+1,283
68
$1K 0.33%
13,776
+5,623
69
$1K 0.33%
5,474
-7
70
$1K 0.33%
9,901
-252
71
$1K 0.33%
20,746
-790
72
$1K 0.33%
29,697
-252
73
$1K 0.33%
7,221
+991
74
$1K 0.33%
51,597
-34,850
75
$1K 0.33%
+29,527
1 2
3
4 5