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
$130M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.52M
3
+$1.75M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.74M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.26M

Top Sells

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

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGZ icon
26
iShares Agency Bond ETF
AGZ
$574M
– –
-22,184
QTEC icon
27
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.92B
– –
-36,550
1
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