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
$488M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22M
3
+$11.5M
4
BA icon
Boeing
BA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$23.9M
2
+$22.8M
3
+$11.5M
4
CNA icon
CNA Financial
CNA
+$8.27M
5
MSFT icon
Microsoft
MSFT
+$1.32M

Sector Composition

1 Healthcare 11.5%
2 Technology 11.21%
3 Industrials 9.89%
4 Financials 8.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.37%
41,868
+5,989
52
$1.75M 0.36%
85,924
+77
53
$1.69M 0.35%
1,005
-13
54
$1.64M 0.34%
43,673
+4,225
55
$1.64M 0.34%
5,732
+643
56
$1.61M 0.33%
2,592
-235
57
$1.6M 0.33%
11,108
+1,689
58
$1.57M 0.32%
109,188
-2,490
59
$1.55M 0.32%
5,905
+3,385
60
$1.54M 0.32%
28,062
+39
61
$1.54M 0.31%
31,109
-1,549
62
$1.49M 0.3%
7,666
-2,028
63
$1.45M 0.3%
4,061
-79
64
$1.45M 0.3%
19,789
+672
65
$1.43M 0.29%
14,111
-123
66
$1.43M 0.29%
43,200
-3,270
67
$1.4M 0.29%
18,960
-1,347
68
$1.39M 0.29%
18,616
-508
69
$1.39M 0.28%
24,841
+2,028
70
$1.38M 0.28%
25,958
+3,263
71
$1.36M 0.28%
12,420
-422
72
$1.35M 0.28%
5,132
+78
73
$1.35M 0.28%
3,330
+88
74
$1.33M 0.27%
22,561
+5,220
75
$1.31M 0.27%
9,022
-9
1 2
3
4 5