PCS

Personal CFO Solutions Portfolio holdings

AUM $630M
1-Year Est. Return 24.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.98%
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
+$23.5M
2
+$14.1M
3
+$6.78M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.67M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$3.86M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$4.46M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.97M

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
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