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
$118M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.49M
3
+$1.85M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.52M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.32M

Top Sells

1
+$1.79M
2
+$1.46M
3
+$1.34M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.1M

Sector Composition

1 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$592K 0.5%
12,154
+1,599
27
$501K 0.42%
10,773
+81
28
– –
-3,410
29
– –
-3,102
30
– –
-2,316
31
– –
-5,504
32
– –
-7,650
33
– –
-8,762
34
– –
-764
35
– –
-7,439
36
– –
-7,397
37
– –
-7,011
38
– –
-5,750
39
– –
-8,635
40
– –
-4,278
41
– –
-4,626
42
– –
-3,708
43
– –
-4,530
44
– –
-5,149
45
– –
-4,884
46
– –
-5,586
47
– –
-8,319
48
– –
-7,044
1
2