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
176
$577K 0.12%
12,537
+559
177
$573K 0.12%
27,421
178
$570K 0.12%
5,981
+213
179
$569K 0.12%
12,924
180
$565K 0.11%
3,507
-431
181
$565K 0.11%
6,964
-30,753
182
$564K 0.11%
4,120
+106
183
$561K 0.11%
2,278
+94
184
$558K 0.11%
5,602
-1,203
185
$558K 0.11%
8,275
+61
186
$556K 0.11%
7,886
-113
187
$551K 0.11%
6,285
+203
188
$550K 0.11%
796
+17
189
$548K 0.11%
9,498
+56
190
$543K 0.11%
8,202
+3,797
191
$542K 0.11%
7,148
+106
192
$539K 0.11%
1,206
-28
193
$530K 0.11%
5,935
+1,275
194
$526K 0.11%
7,212
-78
195
$515K 0.1%
2,356
+54
196
$514K 0.1%
5,850
-733
197
$514K 0.1%
955
+9
198
$513K 0.1%
2,861
+6
199
$509K 0.1%
6,216
+270
200
$506K 0.1%
5,401
+158
6 7
8
9 10