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
126
$790K 0.16%
+5,021
127
$782K 0.16%
5,804
-98
128
$766K 0.16%
6,432
-233
129
$763K 0.15%
2,364
-181
130
$762K 0.15%
120
+2
131
$762K 0.15%
16,174
+3,600
132
$757K 0.15%
2,178
+21
133
$753K 0.15%
13,775
+648
134
$747K 0.15%
4,093
+132
135
$742K 0.15%
7,165
-15
136
$742K 0.15%
58,446
-809
137
$740K 0.15%
3,568
-35
138
$734K 0.15%
4,261
-212
139
$719K 0.15%
5,032
+71
140
$719K 0.15%
3,692
+33
141
$718K 0.15%
27,267
+578
142
$710K 0.14%
44,603
+2,019
143
$704K 0.14%
6,255
+134
144
$684K 0.14%
3,029
+167
145
$683K 0.14%
5,819
-471
146
$680K 0.14%
20,329
-9,601
147
$670K 0.14%
3,232
-86
148
$669K 0.14%
4,499
+136
149
$669K 0.14%
6,060
+28
150
$669K 0.14%
15,668
+2,206
4 5
6
7 8