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
201
$497K 0.1%
2,421
-482
202
$492K 0.1%
9,222
-22
203
$491K 0.1%
11,728
-534
204
$490K 0.1%
12,781
-26,428
205
$488K 0.1%
8,246
-603
206
$486K 0.1%
3,858
-508
207
$482K 0.1%
10,497
-3,671
208
$477K 0.09%
1,067
+10
209
$475K 0.09%
1,603
-79
210
$472K 0.09%
24,904
-42
211
$472K 0.09%
1,899
-26
212
$469K 0.09%
2,309
+253
213
$462K 0.09%
782
+77
214
$456K 0.09%
1,746
+822
215
$452K 0.09%
16,018
+836
216
$451K 0.09%
1,590
+24
217
$449K 0.09%
4,051
+307
218
$446K 0.09%
9,670
+1
219
$442K 0.09%
6,355
+985
220
$442K 0.09%
2,083
+364
221
$441K 0.09%
12,454
+1,422
222
$437K 0.09%
+7,592
223
$435K 0.09%
9,483
+1,974
224
$434K 0.09%
2,084
225
$433K 0.09%
567
+126
7 8
9
10 11