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
176
$558K 0.11%
5,230
+487
177
$554K 0.11%
3,251
+75
178
$551K 0.11%
18,959
-8,743
179
$548K 0.11%
23,971
+5,050
180
$546K 0.11%
+10,864
181
$540K 0.11%
2,385
+24
182
$538K 0.11%
2,508
+117
183
$537K 0.11%
48,016
+10,595
184
$537K 0.11%
10,000
-835
185
$535K 0.11%
2,211
+62
186
$535K 0.11%
11,778
-302
187
$533K 0.11%
11,625
-138
188
$533K 0.11%
5,432
+497
189
$529K 0.1%
2,616
+12
190
$526K 0.1%
753
-353
191
$525K 0.1%
11,366
-32
192
$524K 0.1%
+5,227
193
$524K 0.1%
6,215
+390
194
$522K 0.1%
3,802
+181
195
$519K 0.1%
900
+119
196
$518K 0.1%
6,961
-2,427
197
$506K 0.1%
+5,073
198
$506K 0.1%
3,856
+821
199
$503K 0.1%
8,758
-3,647
200
$502K 0.1%
5,884
+216
6 7
8
9 10