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
$507M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.3M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.77M

Top Sells

1
+$5.39M
2
+$4.4M
3
+$4.16M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.17M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$2.98M

Sector Composition

1 Technology 11.17%
2 Healthcare 10.92%
3 Financials 9.64%
4 Industrials 9.32%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.2%
9,238
+1,539
102
$992K 0.2%
11,375
-2,878
103
$992K 0.2%
17,795
-57
104
$985K 0.19%
9,578
+868
105
$984K 0.19%
14,984
-48,327
106
$967K 0.19%
5,128
-2,580
107
$964K 0.19%
6,484
+18
108
$940K 0.19%
12,312
-5,378
109
$938K 0.19%
6,138
+18
110
$929K 0.18%
3,079
-72
111
$911K 0.18%
4,570
+7
112
$899K 0.18%
4,899
+997
113
$894K 0.18%
2,978
+253
114
$882K 0.17%
8,180
-84
115
$874K 0.17%
46,656
+427
116
$873K 0.17%
6,382
+103
117
$861K 0.17%
7,763
+1,454
118
$849K 0.17%
2,837
+61
119
$849K 0.17%
3,057
-80
120
$846K 0.17%
2,489
+65
121
$840K 0.17%
16,071
-456
122
$834K 0.16%
4,524
+481
123
$822K 0.16%
2,763
-263
124
$819K 0.16%
8,092
+845
125
$816K 0.16%
2,473
-597
3 4
5
6 7