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
$338M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.55M
3
+$3.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.88M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.82M

Top Sells

1
+$14.7M
2
+$3.62M
3
+$2.81M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.26M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.03M

Sector Composition

1 Industrials 12.04%
2 Technology 10.77%
3 Healthcare 10.34%
4 Financials 9.36%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$366K 0.11%
6,701
-2,546
177
$362K 0.11%
1,535
-81
178
$360K 0.11%
+4,239
179
$358K 0.11%
+2,646
180
$354K 0.1%
9,950
-16,475
181
$349K 0.1%
+6,320
182
$349K 0.1%
+8,231
183
$349K 0.1%
+16,531
184
$348K 0.1%
11,815
+107
185
$348K 0.1%
496
+58
186
$348K 0.1%
+13,662
187
$346K 0.1%
767
+102
188
$343K 0.1%
36,542
-2,167
189
$340K 0.1%
2,405
+29
190
$338K 0.1%
+34,388
191
$337K 0.1%
+12,779
192
$336K 0.1%
+920
193
$334K 0.1%
11,067
-62,653
194
$333K 0.1%
+4,153
195
$331K 0.1%
+1,469
196
$329K 0.1%
1,785
+240
197
$328K 0.1%
30,399
+3,808
198
$327K 0.1%
+10,350
199
$323K 0.1%
6,789
-2,034
200
$322K 0.1%
2,053
+414
6 7
8
9 10