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
176
$554K 0.11%
2,855
-41
177
$553K 0.11%
9,442
+3,300
178
$551K 0.11%
7,626
+33
179
$545K 0.11%
12,924
+351
180
$542K 0.11%
1,812
-466
181
$540K 0.11%
17,725
-14
182
$535K 0.11%
11,696
-2
183
$524K 0.11%
17,768
-905
184
$524K 0.11%
13,143
+2,730
185
$524K 0.11%
5,428
+213
186
$523K 0.11%
7,042
-2,278
187
$521K 0.11%
779
+37
188
$519K 0.11%
8,214
+123
189
$513K 0.11%
5,519
+733
190
$511K 0.11%
7,999
+705
191
$508K 0.11%
7,290
+543
192
$508K 0.1%
4,014
+287
193
$508K 0.1%
1,511
-183
194
$504K 0.1%
2,302
-1,329
195
$503K 0.1%
13,462
+2,380
196
$500K 0.1%
608
+28
197
$496K 0.1%
12,268
+2,113
198
$495K 0.1%
2,225
+37
199
$493K 0.1%
2,184
+131
200
$482K 0.1%
3,575
+1,533
6 7
8
9 10