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
51
$2.19M 0.44%
+29,881
52
$2.13M 0.43%
12,252
-680
53
$2.13M 0.43%
11,939
+421
54
$2.13M 0.43%
19,829
+2,334
55
$2.1M 0.43%
4,366
+30
56
$2.06M 0.42%
25,458
-66
57
$2.06M 0.42%
+51,178
58
$2.04M 0.41%
22,201
+19,744
59
$1.77M 0.36%
2,442
-41
60
$1.72M 0.35%
40,770
+6,720
61
$1.67M 0.34%
17,044
+838
62
$1.63M 0.33%
3,825
+36
63
$1.59M 0.32%
19,601
-23,177
64
$1.59M 0.32%
10,930
+1,450
65
$1.58M 0.32%
7,502
-1,558
66
$1.56M 0.32%
5,427
-90
67
$1.55M 0.32%
14,251
+22
68
$1.5M 0.3%
4,062
-112
69
$1.49M 0.3%
4,589
-58
70
$1.48M 0.3%
49,911
-11,124
71
$1.47M 0.3%
18,172
+802
72
$1.42M 0.29%
8,751
+800
73
$1.36M 0.28%
5,417
+130
74
$1.34M 0.27%
20,026
+8,492
75
$1.3M 0.26%
18,864
+1,535
1 2
3
4 5