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
351
$297K 0.05%
1,463
-147
352
$296K 0.05%
1,539
+72
353
$295K 0.05%
2,100
+411
354
$292K 0.05%
4,650
-80
355
$291K 0.05%
650
+106
356
$291K 0.05%
1,339
-51
357
$290K 0.05%
6,143
+535
358
$290K 0.05%
17,318
+1,104
359
$288K 0.05%
5,298
-4,101
360
$284K 0.05%
1,630
-26
361
$282K 0.05%
10,215
+1,585
362
$282K 0.05%
1,149
-27
363
$280K 0.05%
2,476
+19
364
$276K 0.05%
2,284
-346
365
$275K 0.05%
+7,311
366
$274K 0.05%
7,233
-905
367
$274K 0.05%
8,214
+60
368
$274K 0.05%
+1,533
369
$274K 0.05%
1,396
+206
370
$272K 0.05%
3,306
-34
371
$272K 0.05%
8,720
-1,379
372
$271K 0.05%
941
-73
373
$271K 0.05%
940
+98
374
$271K 0.05%
2,009
375
$270K 0.05%
+10,985
13 14
15
16 17