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
$484M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.11M
3
+$5.16M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$4.56M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M

Top Sells

1
+$9.18M
2
+$6.14M
3
+$5.59M
4
CB icon
Chubb
CB
+$4.61M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$4.39M

Sector Composition

1 Financials 14.37%
2 Technology 11.86%
3 Healthcare 9.43%
4 Industrials 6.02%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.43%
54,708
+1,623
52
$2.05M 0.42%
4,336
-43
53
$2.03M 0.42%
25,524
-414
54
$2.02M 0.42%
6,395
-85
55
$1.98M 0.41%
57,190
-1,290
56
$1.94M 0.4%
+12,843
57
$1.92M 0.4%
4,133
+313
58
$1.81M 0.37%
9,060
+469
59
$1.81M 0.37%
61,035
+753
60
$1.8M 0.37%
8,687
+398
61
$1.77M 0.37%
17,495
+1,817
62
$1.69M 0.35%
2,483
+373
63
$1.64M 0.34%
7,863
+53
64
$1.59M 0.33%
16,206
+362
65
$1.44M 0.3%
14,229
-1,113
66
$1.35M 0.28%
3,789
-22
67
$1.34M 0.28%
4,174
+85
68
$1.34M 0.28%
17,370
-1,126
69
$1.31M 0.27%
27,870
+1,381
70
$1.29M 0.27%
17,329
+513
71
$1.26M 0.26%
4,647
-18
72
$1.24M 0.26%
39,228
73
$1.24M 0.26%
9,480
+131
74
$1.22M 0.25%
7,951
+2
75
$1.22M 0.25%
29,342
-1,887
1 2
3
4 5