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
$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 0-1 Year 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 9.53%
4 Industrials 6.73%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$252K 0.05%
2,749
-1,206
377
$248K 0.05%
+2,784
378
$247K 0.05%
5,435
+62
379
$247K 0.05%
2,115
-1,460
380
$246K 0.05%
840
+14
381
$246K 0.05%
2,942
-414
382
$246K 0.05%
+5,750
383
$246K 0.05%
7,056
-648
384
$246K 0.05%
1,397
+99
385
$246K 0.05%
1,307
-2,136
386
$246K 0.05%
3,688
+64
387
$245K 0.05%
2,639
+152
388
$245K 0.05%
5,246
389
$244K 0.05%
10,158
+230
390
$243K 0.05%
18,040
-1,957
391
$243K 0.05%
990
+20
392
$242K 0.05%
1,244
+27
393
$242K 0.05%
+1,257
394
$241K 0.05%
5,300
395
$240K 0.05%
205
396
$239K 0.05%
4,733
-65
397
$238K 0.05%
+5,338
398
$238K 0.05%
+3,557
399
$236K 0.05%
14,784
+314
400
$236K 0.05%
1,360
-17
14 15
16
17 18