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
151
$610K 0.13%
3,280
-179
152
$610K 0.13%
7,000
+310
153
$608K 0.13%
2,115
+223
154
$607K 0.13%
27,421
+500
155
$606K 0.13%
20,122
-459
156
$602K 0.12%
4,715
-594
157
$599K 0.12%
1,234
-14
158
$599K 0.12%
1,303
-56
159
$598K 0.12%
3,938
+78
160
$592K 0.12%
2,788
+81
161
$591K 0.12%
20,135
-481
162
$585K 0.12%
6,020
+511
163
$585K 0.12%
5,768
+420
164
$577K 0.12%
3,234
+91
165
$576K 0.12%
4,363
-100
166
$573K 0.12%
3,443
+87
167
$573K 0.12%
+4,246
168
$572K 0.12%
6,519
+205
169
$572K 0.12%
2,862
-224
170
$572K 0.12%
9,156
+212
171
$571K 0.12%
14,253
+4,554
172
$565K 0.12%
67,756
+366
173
$564K 0.12%
12,574
+719
174
$564K 0.12%
+6,583
175
$562K 0.12%
11,978
+547
5 6
7
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