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
101
$974K 0.2%
10,115
+1,730
102
$967K 0.2%
7,548
+24
103
$959K 0.19%
2,044
-125
104
$959K 0.19%
2,092
-14
105
$941K 0.19%
4,182
+73
106
$935K 0.19%
8,079
+148
107
$932K 0.19%
10,581
+951
108
$915K 0.19%
20,201
+2,558
109
$907K 0.18%
4,116
+502
110
$907K 0.18%
2,730
+40
111
$906K 0.18%
10,450
-630
112
$889K 0.18%
2,863
+14
113
$887K 0.18%
16,929
+600
114
$886K 0.18%
13,850
-403
115
$872K 0.18%
6,206
-1,143
116
$872K 0.18%
37,776
+710
117
$861K 0.17%
7,966
-58
118
$858K 0.17%
+9,916
119
$853K 0.17%
3,040
+229
120
$849K 0.17%
+12,136
121
$840K 0.17%
2,814
+11
122
$832K 0.17%
5,074
+37
123
$832K 0.17%
28,993
+1,261
124
$815K 0.17%
19,904
+6,761
125
$797K 0.16%
12,883
+51
3 4
5
6 7