PFC

Personal Financial Consultants Portfolio holdings

AUM $133M
1-Year Est. Return 5.06%
This Quarter Est. Return
1 Year Est. Return
+5.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$19.3M
3
+$12.7M
4
BND icon
Vanguard Total Bond Market
BND
+$9.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$589K 0.43%
+10,692
27
$569K 0.41%
+4,278
28
$509K 0.37%
+10,555
29
$418K 0.3%
+4,626
30
$360K 0.26%
+3,410
31
$351K 0.26%
+4,884
32
$321K 0.23%
+5,149
33
$318K 0.23%
+3,102
34
$286K 0.21%
+5,504
35
$283K 0.21%
+2,316
36
$282K 0.21%
+5,586
37
$273K 0.2%
+4,530
38
$228K 0.17%
+6,308
39
$224K 0.16%
+764
40
$207K 0.15%
+7,044
1
2