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
401
$236K 0.05%
4,666
+46
402
$236K 0.05%
+1,002
403
$235K 0.05%
2,496
+5
404
$234K 0.05%
1,587
+47
405
$233K 0.05%
+866
406
$232K 0.05%
761
-15
407
$232K 0.05%
5,440
+68
408
$232K 0.05%
296
-13
409
$230K 0.05%
2,540
-40
410
$229K 0.05%
+2,961
411
$228K 0.05%
4,829
-22
412
$228K 0.05%
+5,598
413
$228K 0.05%
10,521
-1,778
414
$228K 0.05%
3,261
+66
415
$226K 0.05%
7,519
416
$226K 0.05%
+2,411
417
$226K 0.05%
8,880
-785
418
$226K 0.05%
7,860
419
$226K 0.05%
4,500
+14
420
$224K 0.05%
+6,804
421
$224K 0.05%
90
-6
422
$222K 0.05%
+1,311
423
$219K 0.04%
+884
424
$219K 0.04%
6,185
425
$218K 0.04%
+868
15 16
17
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