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
201
$480K 0.1%
3,910
+257
202
$476K 0.1%
8,980
-2,740
203
$470K 0.1%
946
+24
204
$467K 0.1%
10,113
+765
205
$467K 0.1%
4,660
+230
206
$465K 0.1%
5,946
+260
207
$464K 0.1%
6,082
-1,228
208
$457K 0.09%
7,164
+538
209
$455K 0.09%
985
+32
210
$453K 0.09%
1,357
+10
211
$453K 0.09%
5,878
+842
212
$450K 0.09%
4,318
+440
213
$450K 0.09%
6,285
-97
214
$449K 0.09%
5,361
-345
215
$448K 0.09%
2,942
-538
216
$444K 0.09%
9,761
+4,266
217
$439K 0.09%
9,712
+83
218
$438K 0.09%
6,564
+430
219
$438K 0.09%
4,582
-220
220
$435K 0.09%
3,799
-84
221
$432K 0.09%
3,553
+359
222
$429K 0.09%
5,559
+200
223
$423K 0.09%
7,754
-1,248
224
$423K 0.09%
5,243
+355
225
$422K 0.09%
1,268
+34
7 8
9
10 11