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
76
$1.3M 0.27%
8,690
+1,600
77
$1.29M 0.26%
18,774
+3,969
78
$1.29M 0.26%
11,677
-1,401
79
$1.28M 0.26%
19,694
+707
80
$1.27M 0.26%
16,113
+3,250
81
$1.27M 0.26%
15,783
+211
82
$1.27M 0.26%
7,053
+1,720
83
$1.25M 0.26%
15,621
+2,594
84
$1.24M 0.25%
9,737
+2,012
85
$1.22M 0.25%
29,653
+7,358
86
$1.21M 0.25%
27,196
+2,798
87
$1.21M 0.25%
6,042
-4
88
$1.2M 0.25%
22,963
-22,353
89
$1.19M 0.24%
4,170
+415
90
$1.16M 0.24%
8,540
+310
91
$1.16M 0.24%
7,068
+92
92
$1.15M 0.24%
29,071
+1,187
93
$1.13M 0.23%
17,490
+344
94
$1.1M 0.23%
7,584
-298
95
$1.08M 0.22%
102,580
+11,177
96
$1.07M 0.22%
12,408
+44
97
$1.05M 0.22%
5,031
+172
98
$1.05M 0.21%
4,317
+209
99
$1.02M 0.21%
24,102
-326
100
$1.02M 0.21%
16,423
-17
2 3
4
5 6