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
101
$1.11M 0.19%
18,797
-124
102
$1.09M 0.19%
21,738
+3,124
103
$1.09M 0.19%
21,546
-2,875
104
$1.09M 0.19%
21,198
+7,006
105
$1.08M 0.19%
7,306
+3,926
106
$1.08M 0.19%
3,118
+144
107
$1.07M 0.19%
14,425
-754
108
$1.06M 0.18%
26,164
+5,917
109
$1.05M 0.18%
14,941
+47
110
$1.04M 0.18%
6,814
+4,729
111
$1.02M 0.18%
19,473
+1,635
112
$1.01M 0.18%
7,453
-133
113
$1.01M 0.17%
2,653
-5
114
$1M 0.17%
5,913
+43
115
$1M 0.17%
20,388
+3,658
116
$1M 0.17%
2,597
+209
117
$991K 0.17%
6,851
-33
118
$985K 0.17%
9,339
+4,978
119
$979K 0.17%
4,398
+263
120
$979K 0.17%
29,068
-734
121
$975K 0.17%
5,052
-239
122
$974K 0.17%
1,476
+487
123
$973K 0.17%
5,948
+1,441
124
$962K 0.17%
14,285
-340
125
$958K 0.17%
+7,026
3 4
5
6 7