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
$251M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$15.7M
3 +$5.47M
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$5.47M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.77%
2 Technology 8.3%
3 Healthcare 7.52%
4 Communication Services 7.46%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$114K 0.05%
+35,931
277
$107K 0.04%
+40,443
278
$100K 0.04%
+2,242
279
$77K 0.03%
+14,863
280
$73K 0.03%
+15,780
281
$61K 0.02%
+15,791
282
$52K 0.02%
+11,500
283
$46K 0.02%
+2,015
284
$37K 0.01%
+64
285
$30K 0.01%
+14,130
286
$16K 0.01%
+10,000
287
$12K ﹤0.01%
+833