PCS

Personal CFO Solutions Portfolio holdings

AUM $712M
1-Year Est. Return 25.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.34M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.84M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.25M

Top Sells

1
+$12.2M
2
+$7.43M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.42M
5
NVDA icon
NVIDIA
NVDA
+$2M

Sector Composition

1 Technology 21.86%
2 Financials 20.15%
3 Industrials 8.79%
4 Consumer Discretionary 8.14%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$509K 0.09%
808
+21
227
$500K 0.09%
2,358
-67
228
$499K 0.09%
4,496
+11
229
$496K 0.09%
2,311
-317
230
$488K 0.09%
10,268
-151
231
$487K 0.09%
2,604
+549
232
$484K 0.09%
1,734
+72
233
$483K 0.08%
2,019
+69
234
$481K 0.08%
886
+120
235
$481K 0.08%
5,965
+45
236
$479K 0.08%
2,772
-543
237
$479K 0.08%
4,395
+210
238
$474K 0.08%
14,830
-663
239
$473K 0.08%
573
+69
240
$472K 0.08%
62,188
241
$471K 0.08%
2,645
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242
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2,755
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243
$469K 0.08%
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244
$464K 0.08%
792
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245
$464K 0.08%
4,175
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246
$462K 0.08%
1,179
+42
247
$454K 0.08%
1,015
+29
248
$450K 0.08%
985
+15
249
$442K 0.08%
+10,536
250
$441K 0.08%
1,255
+10
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10
11 12