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
276
$369K 0.08%
1,887
-34
277
$368K 0.07%
1,797
+336
278
$367K 0.07%
49,770
-4,842
279
$366K 0.07%
2,377
+42
280
$365K 0.07%
462
-11
281
$364K 0.07%
2,749
-59
282
$363K 0.07%
2,566
-33
283
$361K 0.07%
4,168
+62
284
$361K 0.07%
1,874
+31
285
$360K 0.07%
1,945
+119
286
$360K 0.07%
1,475
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287
$358K 0.07%
14,157
+358
288
$358K 0.07%
3,010
+314
289
$357K 0.07%
1,626
-72
290
$355K 0.07%
3,627
+186
291
$354K 0.07%
4,952
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292
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293
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933
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294
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3,662
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295
$352K 0.07%
941
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296
$351K 0.07%
7,961
-181
297
$349K 0.07%
4,619
-564
298
$349K 0.07%
7,552
-1,000
299
$348K 0.07%
5,179
-1,028
300
$344K 0.07%
1,007
-105
10 11
12
13 14