PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.11M
3
+$3.89M
4
PM icon
Philip Morris
PM
+$1.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.09M

Top Sells

1
+$5.7M
2
+$2.28M
3
+$1.14M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.01M

Sector Composition

1 Financials 21.3%
2 Technology 20.6%
3 Industrials 8.5%
4 Healthcare 7.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$904K 0.17%
30,176
-1,417
127
$901K 0.17%
3,195
-196
128
$899K 0.17%
4,813
+469
129
$898K 0.17%
+21,684
130
$895K 0.17%
+8,236
131
$891K 0.16%
6,281
-215
132
$886K 0.16%
6,593
+192
133
$884K 0.16%
4,879
-103
134
$882K 0.16%
3,216
-89
135
$880K 0.16%
3,802
-47
136
$880K 0.16%
10,451
+135
137
$879K 0.16%
7,087
-148
138
$860K 0.16%
7,193
-427
139
$860K 0.16%
9,867
-1,747
140
$850K 0.16%
2,909
+123
141
$841K 0.16%
1,590
+119
142
$834K 0.15%
8,449
-625
143
$832K 0.15%
8,429
+2,227
144
$829K 0.15%
1,652
145
$825K 0.15%
1,680
-1,151
146
$820K 0.15%
11,808
-164
147
$815K 0.15%
1,863
+518
148
$799K 0.15%
3,430
+95
149
$798K 0.15%
8,671
+655
150
$793K 0.15%
30,463
+427
4 5
6
7 8