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
151
$657K 0.13%
7,937
-778
152
$649K 0.13%
8,255
+84
153
$634K 0.13%
10,569
-2,222
154
$633K 0.12%
+8,000
155
$631K 0.12%
8,736
-795
156
$625K 0.12%
2,528
+105
157
$625K 0.12%
9,920
-280
158
$616K 0.12%
3,680
+43
159
$614K 0.12%
16,909
-434
160
$612K 0.12%
9,060
-90
161
$607K 0.12%
1,393
+112
162
$603K 0.12%
7,596
+16
163
$603K 0.12%
8,616
+82
164
$602K 0.12%
3,627
-940
165
$597K 0.12%
3,169
-243
166
$597K 0.12%
13,585
+467
167
$581K 0.11%
5,203
+50
168
$578K 0.11%
1,968
+338
169
$577K 0.11%
1,711
+178
170
$566K 0.11%
9,633
-171
171
$565K 0.11%
5,038
+136
172
$563K 0.11%
4,282
+592
173
$562K 0.11%
4,148
+392
174
$561K 0.11%
6,417
+1,017
175
$558K 0.11%
4,233
-748
5 6
7
8 9