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
101
$895K 0.18%
6,103
102
$892K 0.18%
10,750
-350
103
$880K 0.18%
8,024
+94
104
$878K 0.18%
6,290
-6
105
$876K 0.18%
11,534
+1,375
106
$874K 0.18%
4,124
+27
107
$864K 0.18%
7,931
+2,891
108
$850K 0.18%
6,665
-83
109
$848K 0.18%
12,832
-170
110
$846K 0.17%
30,000
-10,006
111
$841K 0.17%
2,849
+66
112
$833K 0.17%
2,545
+275
113
$825K 0.17%
2,690
-78
114
$824K 0.17%
6,288
-33
115
$803K 0.17%
16,329
+498
116
$800K 0.17%
37,066
-6,487
117
$793K 0.16%
27,732
+13
118
$787K 0.16%
17,643
-104
119
$787K 0.16%
41,543
+4,628
120
$786K 0.16%
4,109
-2
121
$784K 0.16%
2,803
+99
122
$781K 0.16%
2,398
-35
123
$778K 0.16%
5,037
-106
124
$776K 0.16%
9,630
+707
125
$754K 0.16%
8,385
+1,080
3 4
5
6 7