PCS

Personal CFO Solutions Portfolio holdings

AUM $570M
1-Year Est. Return 21.69%
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$12.9M
3
+$9.54M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$8.5M
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$7.41M

Top Sells

1
+$17.7M
2
+$7.82M
3
+$5.45M
4
ITT icon
ITT
ITT
+$5.26M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$4.39M

Sector Composition

1 Healthcare 15.32%
2 Industrials 10.51%
3 Technology 10.49%
4 Financials 7.97%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.4%
+38,032
52
$1.83M 0.4%
4,931
+176
53
$1.81M 0.39%
20,435
+5,926
54
$1.7M 0.37%
10,804
+157
55
$1.7M 0.37%
42,300
+4,417
56
$1.64M 0.36%
7,758
+1,366
57
$1.55M 0.33%
29,660
+17,300
58
$1.53M 0.33%
28,023
+23
59
$1.53M 0.33%
+20,125
60
$1.52M 0.33%
3,038
+100
61
$1.52M 0.33%
13,891
+283
62
$1.51M 0.33%
6,777
-2,436
63
$1.51M 0.33%
5,437
-922
64
$1.49M 0.32%
46,508
-530
65
$1.47M 0.32%
7,528
-1,148
66
$1.42M 0.31%
22,135
+1,044
67
$1.35M 0.29%
20,794
-1,225
68
$1.35M 0.29%
37,161
+10,167
69
$1.31M 0.28%
12,073
+72
70
$1.3M 0.28%
32,388
-10,528
71
$1.29M 0.28%
9,691
+504
72
$1.27M 0.27%
3,972
+203
73
$1.24M 0.27%
121,678
+16,500
74
$1.18M 0.26%
34,765
-8,933
75
$1.14M 0.25%
18,346
+2,630
1 2
3
4 5