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
426
$215K 0.04%
+10,521
427
$215K 0.04%
+1,926
428
$215K 0.04%
327
+15
429
$214K 0.04%
+2,269
430
$211K 0.04%
+178
431
$210K 0.04%
2,063
+43
432
$210K 0.04%
+29,707
433
$208K 0.04%
+4,039
434
$208K 0.04%
+4,794
435
$207K 0.04%
+1,818
436
$207K 0.04%
+1,010
437
$206K 0.04%
+1,990
438
$206K 0.04%
+3,233
439
$206K 0.04%
+1,346
440
$206K 0.04%
5,067
+84
441
$206K 0.04%
2,781
-484
442
$204K 0.04%
+1,030
443
$202K 0.04%
+4,389
444
$201K 0.04%
13,304
+1,762
445
$201K 0.04%
1,827
-33
446
$201K 0.04%
+10,603
447
$200K 0.04%
14,238
448
$198K 0.04%
+11,775
449
$189K 0.04%
24,245
-3,683
450
$187K 0.04%
55,235
+15,000
16 17
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