PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.11M
3
+$3.89M
4
PM icon
Philip Morris
PM
+$1.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.09M

Top Sells

1
+$5.7M
2
+$2.28M
3
+$1.14M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.01M

Sector Composition

1 Financials 21.3%
2 Technology 20.6%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.36%
5,403
-381
52
$1.9M 0.35%
2,688
-430
53
$1.84M 0.34%
7,130
+17
54
$1.8M 0.33%
18,376
-369
55
$1.8M 0.33%
2,341
-171
56
$1.77M 0.33%
49,631
-690
57
$1.77M 0.33%
24,093
+121
58
$1.73M 0.32%
36,557
-281
59
$1.66M 0.31%
17,030
-427
60
$1.64M 0.3%
67,760
-17,404
61
$1.62M 0.3%
1,634
+115
62
$1.61M 0.3%
10,303
+1,044
63
$1.6M 0.3%
3,401
+238
64
$1.58M 0.29%
2,000
-1,118
65
$1.57M 0.29%
22,153
+299
66
$1.56M 0.29%
2,128
+2
67
$1.54M 0.29%
5,156
-145
68
$1.52M 0.28%
9,532
-235
69
$1.52M 0.28%
11,127
+982
70
$1.5M 0.28%
20,513
+63
71
$1.5M 0.28%
1,866
+35
72
$1.45M 0.27%
6,833
+1,853
73
$1.44M 0.27%
17,428
+13,229
74
$1.43M 0.26%
78,877
-3,157
75
$1.42M 0.26%
4,812
-1,692
1 2
3
4 5