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
$493M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$4.63M
3
+$2.19M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$2.06M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.99M

Top Sells

1
+$20.2M
2
+$8M
3
+$3.63M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.17M
5
EQL icon
ALPS Equal Sector Weight ETF
EQL
+$2.71M

Sector Composition

1 Technology 13.07%
2 Financials 10.31%
3 Healthcare 9.54%
4 Industrials 6.73%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$408K 0.08%
2,447
+78
252
$405K 0.08%
5,763
+4
253
$405K 0.08%
877
+10
254
$405K 0.08%
1,801
-11
255
$405K 0.08%
3,212
+135
256
$404K 0.08%
11,883
-15,437
257
$403K 0.08%
12,635
-1,500
258
$401K 0.08%
5,921
+28
259
$401K 0.08%
22,255
+340
260
$401K 0.08%
4,786
+254
261
$398K 0.08%
6,104
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262
$398K 0.08%
3,247
-30
263
$395K 0.08%
2,921
+34
264
$395K 0.08%
6,735
-107
265
$388K 0.08%
9,980
-4,273
266
$385K 0.08%
10,845
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267
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3,471
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268
$384K 0.08%
3,510
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269
$382K 0.08%
6,141
+162
270
$381K 0.08%
3,335
+56
271
$381K 0.08%
2,964
+98
272
$376K 0.08%
1,870
+82
273
$374K 0.08%
10,903
+169
274
$373K 0.08%
1,865
-227
275
$370K 0.08%
6,549
-26
9 10
11
12 13