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
126
$750K 0.15%
12,022
+2,383
127
$745K 0.15%
2,169
+65
128
$744K 0.15%
4,473
+24
129
$740K 0.15%
6,032
-78
130
$739K 0.15%
59,255
+10,037
131
$738K 0.15%
3,614
-783
132
$722K 0.15%
3,659
+1,120
133
$718K 0.15%
2,811
-2
134
$713K 0.15%
13,127
+4,332
135
$712K 0.15%
7,180
+98
136
$711K 0.15%
11,080
+180
137
$709K 0.15%
+10,445
138
$691K 0.14%
26,689
+1,276
139
$690K 0.14%
4,961
+88
140
$689K 0.14%
3,603
+135
141
$688K 0.14%
450
-29
142
$678K 0.14%
3,318
+26
143
$677K 0.14%
3,030
+55
144
$662K 0.14%
7,046
-3,834
145
$660K 0.14%
2,157
-39
146
$658K 0.14%
6,805
+490
147
$658K 0.14%
118
-6
148
$647K 0.13%
2,677
+196
149
$641K 0.13%
6,121
+51
150
$610K 0.13%
10,121
+124
4 5
6
7 8