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
76
$1.2M 0.25%
8,074
+585
77
$1.19M 0.25%
61,927
+1,524
78
$1.18M 0.24%
22,552
+369
79
$1.17M 0.24%
5,517
+1,307
80
$1.17M 0.24%
16,830
+1,425
81
$1.16M 0.24%
2,013
+77
82
$1.13M 0.23%
5,287
+304
83
$1.12M 0.23%
9,982
+122
84
$1.09M 0.22%
17,534
+397
85
$1.06M 0.22%
5,805
+108
86
$1.04M 0.21%
7,349
-299
87
$1.04M 0.21%
2,913
-161
88
$1.03M 0.21%
14,772
+179
89
$1.02M 0.21%
20,197
+651
90
$1.02M 0.21%
5,964
+207
91
$988K 0.2%
14,253
-629
92
$978K 0.2%
29,930
+1,664
93
$970K 0.2%
27,320
-855
94
$950K 0.2%
42,584
-568
95
$947K 0.2%
9,304
-556
96
$946K 0.2%
34,050
-240
97
$941K 0.19%
5,902
+319
98
$939K 0.19%
2,106
-2
99
$936K 0.19%
7,524
+103
100
$896K 0.19%
3,961
+3
2 3
4
5 6