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
101
$1.02M 0.21%
3,066
-12
102
$1.01M 0.21%
+6,045
103
$1.01M 0.21%
4,221
+109
104
$990K 0.2%
719
-21
105
$973K 0.2%
1,706
-61
106
$964K 0.2%
2,444
-4
107
$961K 0.2%
2,543
-116
108
$958K 0.2%
12,139
+2,589
109
$955K 0.2%
18,199
+1,276
110
$952K 0.2%
7,164
+2,931
111
$946K 0.19%
8,668
-379
112
$942K 0.19%
4,610
+80
113
$938K 0.19%
3,919
+43
114
$937K 0.19%
15,922
+1,669
115
$889K 0.18%
5,789
+499
116
$888K 0.18%
6,350
+522
117
$877K 0.18%
19,269
-334
118
$871K 0.18%
8,240
+1,749
119
$868K 0.18%
2,474
-10
120
$863K 0.18%
9,521
+215
121
$856K 0.18%
5,108
-132
122
$848K 0.17%
2,789
+1
123
$842K 0.17%
2,566
-71
124
$840K 0.17%
+2,145
125
$836K 0.17%
13,156
-1,380
3 4
5
6 7