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
1
$22.7M 19.19%
178,000
-2,764
2
$16M 13.55%
351,902
-18,042
3
$10.7M 9.03%
143,439
-13,602
4
$8.98M 7.59%
113,419
-11,084
5
$8.29M 7%
217,627
-16,627
6
$7.7M 6.5%
141,944
+8,291
7
$6.56M 5.54%
49,727
+48
8
$6.15M 5.2%
184,946
-53,843
9
$5.05M 4.26%
48,559
-10,622
10
$4.7M 3.97%
179,579
-19,241
11
$2.49M 2.1%
+36,550
12
$2.49M 2.1%
+22,184
13
$1.85M 1.57%
+70,149
14
$1.53M 1.29%
15,315
+180
15
$1.52M 1.29%
+34,154
16
$1.38M 1.16%
14,056
+78
17
$1.35M 1.14%
20,689
-530
18
$1.33M 1.12%
22,685
-8,869
19
$1.32M 1.11%
+29,392
20
$1M 0.85%
+30,955
21
$995K 0.84%
32,191
+25,883
22
$992K 0.84%
+35,621
23
$768K 0.65%
+63,046
24
$729K 0.62%
14,859
+191
25
$667K 0.56%
17,078
+233
1
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