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
$338M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.55M
3
+$3.53M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.88M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.82M

Top Sells

1
+$14.7M
2
+$3.62M
3
+$2.81M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.26M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.03M

Sector Composition

1 Industrials 12.04%
2 Technology 10.77%
3 Healthcare 10.39%
4 Financials 9.31%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$682K 0.2%
14,999
+59
102
$673K 0.2%
25,818
-184
103
$644K 0.19%
6,846
-155
104
$638K 0.19%
1,912
-46
105
$629K 0.19%
7,879
+6
106
$627K 0.19%
23,650
+15,157
107
$626K 0.19%
2,341
+149
108
$612K 0.18%
3,630
-47
109
$612K 0.18%
8,958
-2,740
110
$610K 0.18%
3,476
+73
111
$605K 0.18%
6,005
+160
112
$605K 0.18%
11,500
-4,500
113
$596K 0.18%
2,379
+408
114
$594K 0.18%
9,934
+665
115
$587K 0.17%
1,630
+425
116
$576K 0.17%
4,744
-60
117
$568K 0.17%
1,249
+53
118
$566K 0.17%
10,929
-383
119
$551K 0.16%
10,550
-3,555
120
$548K 0.16%
+19,509
121
$547K 0.16%
+5,217
122
$544K 0.16%
3,179
+37
123
$535K 0.16%
11,972
+5,449
124
$528K 0.16%
3,541
+622
125
$518K 0.15%
+8,410
3 4
5
6 7