PCS

Personal CFO Solutions Portfolio holdings

AUM $570M
1-Year Est. Return 21.69%
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$14.1M
3
+$6.99M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.66M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$3.95M

Top Sells

1
+$13.8M
2
+$13.6M
3
+$4.46M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.98M

Sector Composition

1 Financials 16.76%
2 Healthcare 10.45%
3 Technology 10%
4 Industrials 6.6%
5 Communication Services 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$232K 0.05%
2,692
-42
377
$232K 0.05%
200
-5
378
$232K 0.05%
2,577
+67
379
$232K 0.05%
38,557
+27,363
380
$231K 0.05%
3,680
-501
381
$230K 0.05%
12,652
-1,536
382
$230K 0.05%
7,554
-1,278
383
$229K 0.05%
+5,246
384
$228K 0.05%
998
-2,582
385
$228K 0.05%
+5,599
386
$226K 0.05%
+18,603
387
$226K 0.05%
+2,271
388
$224K 0.05%
+3,931
389
$224K 0.05%
+2,768
390
$224K 0.05%
+2,829
391
$224K 0.05%
4,953
+133
392
$224K 0.05%
+5,200
393
$222K 0.05%
+6,852
394
$220K 0.05%
+3,339
395
$219K 0.05%
+4,869
396
$218K 0.05%
10,630
397
$218K 0.05%
+901
398
$218K 0.05%
1,064
-44
399
$218K 0.05%
16,143
-1,681
400
$217K 0.05%
+1,124
14 15
16
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