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
$578M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.35M
3
+$1.79M
4
CBRE icon
CBRE Group
CBRE
+$1.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Top Sells

1
+$4.65M
2
+$3.91M
3
+$2.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M

Sector Composition

1 Financials 14.73%
2 Technology 12.95%
3 Healthcare 8.2%
4 Consumer Discretionary 6.25%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.25%
5,200
+60
77
$1.42M 0.25%
8,574
+2,536
78
$1.41M 0.24%
2,261
+126
79
$1.4M 0.24%
+14,156
80
$1.39M 0.24%
5,847
-289
81
$1.39M 0.24%
2,380
-196
82
$1.39M 0.24%
4,098
-144
83
$1.3M 0.22%
8,861
+173
84
$1.29M 0.22%
29,381
+3,085
85
$1.29M 0.22%
15,364
-25,168
86
$1.26M 0.22%
3,078
-11
87
$1.26M 0.22%
4,342
-2,144
88
$1.26M 0.22%
802
+279
89
$1.26M 0.22%
20,485
+1,978
90
$1.23M 0.21%
11,050
+520
91
$1.22M 0.21%
8,489
-1,313
92
$1.22M 0.21%
57,231
+2,800
93
$1.18M 0.2%
10,479
+5,721
94
$1.17M 0.2%
6,977
+171
95
$1.17M 0.2%
+22,001
96
$1.13M 0.2%
2,442
-1,328
97
$1.13M 0.2%
23,928
-1,230
98
$1.13M 0.2%
4,770
+336
99
$1.12M 0.19%
2,110
+43
100
$1.11M 0.19%
+12,717
2 3
4
5 6