PCS
Personal CFO Solutions Portfolio holdings
AUM
$541M
1-Year Return
19.91%
This Quarter Return
-0.06%
1 Year Return
+19.91%
3 Year Return
+69.73%
5 Year Return
+114.48%
10 Year Return
–
AUM
$493M
AUM Growth
-$15.7M
(-3.1%)
Cap. Flow
-$6.28M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
31.57%
Holding
500
New
43
Increased
196
Reduced
206
Closed
52
Top Buys
| 1 |
Fidelity MSCI Financials Index ETF
FNCL
|
$7.72M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.28M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.14M |
| 4 |
Aon
AON
|
$1M |
| 5 |
iShares Silver Trust
SLV
|
$773K |
Top Sells
Sector Composition
| 1 | Financials | 23.07% |
| 2 | Technology | 18.05% |
| 3 | Healthcare | 9.94% |
| 4 | Industrials | 7.73% |
| 5 | Consumer Discretionary | 7.6% |
