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
126
$798K 0.16%
15,878
+5,968
127
$798K 0.16%
6,694
-294
128
$795K 0.16%
9,365
-1,281
129
$779K 0.15%
4,807
+636
130
$747K 0.15%
13,181
-115
131
$739K 0.15%
3,086
+64
132
$739K 0.15%
3,597
+866
133
$735K 0.15%
1,496
-1
134
$732K 0.14%
4,701
-2,734
135
$725K 0.14%
7,063
-87
136
$715K 0.14%
7,979
+2,422
137
$714K 0.14%
4,674
+678
138
$712K 0.14%
2,488
+8
139
$705K 0.14%
7,047
+229
140
$703K 0.14%
7,306
-1,926
141
$700K 0.14%
6,537
+3,463
142
$690K 0.14%
26,744
+6,062
143
$688K 0.14%
+22,242
144
$686K 0.14%
5,274
-1,626
145
$683K 0.13%
15,490
-912
146
$671K 0.13%
2,582
-106
147
$671K 0.13%
3,449
-6
148
$665K 0.13%
4,941
+995
149
$663K 0.13%
17,836
+316
150
$660K 0.13%
13,296
+174
4 5
6
7 8