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
301
$342K 0.07%
1,865
+741
302
$338K 0.07%
1,809
+45
303
$337K 0.07%
17,534
+144
304
$337K 0.07%
1,155
+17
305
$336K 0.07%
+5,717
306
$334K 0.07%
5,402
307
$332K 0.07%
2,918
+63
308
$332K 0.07%
2,306
+18
309
$327K 0.07%
8,813
+1,933
310
$327K 0.07%
6,949
-621
311
$325K 0.07%
1,387
-158
312
$324K 0.07%
4,719
313
$323K 0.07%
5,873
-1,881
314
$323K 0.07%
8,039
+132
315
$322K 0.07%
9,825
+225
316
$318K 0.06%
9,001
-426
317
$317K 0.06%
3,968
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318
$317K 0.06%
6,070
-1,745
319
$314K 0.06%
3,762
-17
320
$314K 0.06%
13,765
+239
321
$313K 0.06%
4,519
+196
322
$311K 0.06%
10,790
+1,000
323
$310K 0.06%
+5,382
324
$306K 0.06%
12,781
-79
325
$306K 0.06%
10,630
11 12
13
14 15