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
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525
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