PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.28M
3
+$2.61M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.35M

Top Sells

1
+$15M
2
+$7.77M
3
+$2.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.38M
5
PFE icon
Pfizer
PFE
+$1.36M

Sector Composition

1 Healthcare 11.02%
2 Technology 10.16%
3 Financials 9.6%
4 Industrials 8.84%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431K 0.11%
5,888
+20
177
$428K 0.11%
2,308
+91
178
$426K 0.11%
2,420
+148
179
$424K 0.11%
6,438
-1,436
180
$421K 0.11%
9,224
-1,681
181
$420K 0.11%
763
-5
182
$419K 0.11%
16,833
+876
183
$419K 0.11%
1,724
+114
184
$418K 0.11%
10,020
+420
185
$417K 0.1%
9,510
-1,115
186
$416K 0.1%
11,689
+25
187
$413K 0.1%
875
-6
188
$410K 0.1%
14,430
+813
189
$409K 0.1%
7,022
+1,296
190
$407K 0.1%
802
+6
191
$406K 0.1%
5,031
+335
192
$403K 0.1%
1,733
+235
193
$398K 0.1%
9,893
-715
194
$397K 0.1%
6,438
+238
195
$394K 0.1%
1,896
+3
196
$389K 0.1%
9,828
-3,665
197
$388K 0.1%
2,627
+173
198
$387K 0.1%
15,083
-1,776
199
$386K 0.1%
1,679
+32
200
$385K 0.1%
1,589
+2
6 7
8
9 10