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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.33%
4,649
+469
52
$1.67M 0.33%
20,249
+369
53
$1.6M 0.31%
6,563
-269
54
$1.59M 0.31%
+17,415
55
$1.59M 0.31%
7,498
+279
56
$1.56M 0.31%
19,704
+155
57
$1.56M 0.31%
31,356
-88,617
58
$1.55M 0.31%
4,771
+660
59
$1.51M 0.3%
2,713
+98
60
$1.5M 0.29%
83,750
+22,205
61
$1.48M 0.29%
7,923
-22
62
$1.46M 0.29%
17,726
+3,092
63
$1.43M 0.28%
6,675
+736
64
$1.42M 0.28%
28,713
+2,370
65
$1.41M 0.28%
12,158
+3,929
66
$1.4M 0.28%
18,477
+761
67
$1.38M 0.27%
29,363
+3,114
68
$1.37M 0.27%
13,796
+1,393
69
$1.36M 0.27%
7,917
+1,987
70
$1.34M 0.27%
35,558
+576
71
$1.34M 0.26%
43,990
-778
72
$1.33M 0.26%
27,486
+2,102
73
$1.32M 0.26%
27,609
+530
74
$1.32M 0.26%
23,832
+15,752
75
$1.3M 0.26%
3,569
+282
1 2
3
4 5