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
$404M
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.7M
3
+$5.45M
4
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$3.21M
5
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$2.11M

Top Sells

1
+$16.9M
2
+$16.5M
3
+$5.65M
4
ITT icon
ITT
ITT
+$4.24M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$2.66M

Sector Composition

1 Technology 11.55%
2 Industrials 10.93%
3 Healthcare 10.66%
4 Financials 8.08%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.43%
23,956
+8,892
52
$1.67M 0.41%
4,755
+364
53
$1.62M 0.4%
2,938
+108
54
$1.59M 0.39%
18,451
+116
55
$1.54M 0.38%
28,000
56
$1.53M 0.38%
10,264
+594
57
$1.51M 0.37%
47,038
+2,263
58
$1.51M 0.37%
8,676
-2,877
59
$1.46M 0.36%
13,608
+1,300
60
$1.42M 0.35%
6,392
-45
61
$1.42M 0.35%
37,883
+26,300
62
$1.41M 0.35%
22,019
+935
63
$1.35M 0.33%
14,509
+8,123
64
$1.33M 0.33%
3,809
+597
65
$1.32M 0.33%
6,966
-422
66
$1.31M 0.32%
12,001
+590
67
$1.3M 0.32%
9,187
-160
68
$1.29M 0.32%
51,027
-570
69
$1.29M 0.32%
43,698
-551
70
$1.29M 0.32%
34,548
-287
71
$1.25M 0.31%
17,274
-218
72
$1.21M 0.3%
9,270
-402
73
$1.2M 0.3%
17,810
+230
74
$1.19M 0.29%
5,641
+167
75
$1.18M 0.29%
29,159
-368
1 2
3
4 5