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
$534M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$21.4M
3
+$12.2M
4
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$5.15M
5
PMVP icon
PMV Pharmaceuticals
PMVP
+$4.5M

Top Sells

1
+$23M
2
+$22.3M
3
+$11.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$5.38M
5
MELI icon
Mercado Libre
MELI
+$1.69M

Sector Composition

1 Healthcare 11.92%
2 Technology 11.85%
3 Industrials 9.58%
4 Financials 9.5%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.36%
44,824
-2,533
52
$1.88M 0.35%
7,708
+42
53
$1.83M 0.34%
7,219
+179
54
$1.7M 0.32%
19,549
+3,766
55
$1.7M 0.32%
2,615
+23
56
$1.69M 0.32%
14,253
-1,429
57
$1.69M 0.32%
17,811
-178
58
$1.67M 0.31%
14,243
+132
59
$1.67M 0.31%
5,939
+207
60
$1.66M 0.31%
4,180
+119
61
$1.64M 0.31%
29,804
+1,742
62
$1.55M 0.29%
8,229
+184
63
$1.53M 0.29%
39,209
-4,464
64
$1.51M 0.28%
109,188
65
$1.49M 0.28%
8,951
-71
66
$1.48M 0.28%
17,690
-1,270
67
$1.48M 0.28%
44,768
+1,568
68
$1.44M 0.27%
5,784
-258
69
$1.43M 0.27%
19,880
+186
70
$1.41M 0.26%
12,937
+517
71
$1.39M 0.26%
8,146
-4,900
72
$1.37M 0.26%
17,716
-1,058
73
$1.36M 0.25%
26,343
+385
74
$1.36M 0.25%
5,209
+77
75
$1.34M 0.25%
7,736
-954
1 2
3
4 5