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
$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
1
$31.6M 6.53%
162,769
-23,754
2
$21.2M 4.38%
192,012
+28,658
3
$14.7M 3.03%
476,141
-5,227
4
$13.3M 2.75%
80,634
-6,235
5
$10.2M 2.11%
416,094
+403,115
6
$9.28M 1.92%
348,835
+23,117
7
$8.67M 1.79%
100,456
-27,629
8
$8.07M 1.67%
27,979
-13
9
$8M 1.65%
253,324
-855
10
$7.39M 1.53%
71,579
+5,958
11
$6.46M 1.33%
165,436
12
$6.11M 1.26%
+224,524
13
$6.11M 1.26%
16,252
+3,488
14
$5.93M 1.22%
108,531
+6,600
15
$5.69M 1.18%
54,869
+199
16
$5.16M 1.07%
+132,608
17
$5.14M 1.06%
97,172
-2,083
18
$5.02M 1.04%
111,091
-2,342
19
$4.84M 1%
45,448
-948
20
$4.56M 0.94%
+50,025
21
$4.33M 0.89%
41,597
-11,080
22
$4.14M 0.85%
86,293
-356
23
$4.05M 0.84%
65,863
-915
24
$3.88M 0.8%
36,735
+872
25
$3.74M 0.77%
152,977
+11,767
1
2 3 4 5