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
301
$345K 0.06%
8,031
+246
302
$345K 0.06%
1,331
303
$345K 0.06%
2,925
-9
304
$343K 0.06%
33,226
-1,279
305
$343K 0.06%
8,756
+579
306
$343K 0.06%
2,353
-721
307
$342K 0.06%
3,476
+505
308
$342K 0.06%
2,438
+421
309
$341K 0.06%
6,032
-835
310
$339K 0.06%
13,259
+58
311
$338K 0.06%
3,211
+404
312
$337K 0.06%
1,493
+62
313
$336K 0.06%
+5,577
314
$334K 0.06%
514
+77
315
$334K 0.06%
11,794
+4
316
$333K 0.06%
186
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317
$333K 0.06%
1,215
-30
318
$330K 0.06%
12,676
+1,556
319
$330K 0.06%
5,183
-1,604
320
$330K 0.06%
3,214
+225
321
$328K 0.06%
2,560
+440
322
$324K 0.06%
1,314
+195
323
$323K 0.06%
3,660
+122
324
$322K 0.06%
2,880
-80
325
$322K 0.06%
3,332
-39
11 12
13
14 15