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
376
$270K 0.05%
4,201
+254
377
$270K 0.05%
7,590
+348
378
$270K 0.05%
2,275
-190
379
$269K 0.05%
+3,694
380
$269K 0.05%
22,105
+4,309
381
$269K 0.05%
1,035
+163
382
$268K 0.05%
1,347
+7
383
$268K 0.05%
2,486
-1,292
384
$268K 0.05%
+3,529
385
$266K 0.05%
289
-12
386
$266K 0.05%
11,685
+1,592
387
$265K 0.05%
1,393
-214
388
$264K 0.05%
1,580
-22
389
$263K 0.05%
+7,083
390
$263K 0.05%
1,529
+30
391
$263K 0.05%
6,471
+160
392
$262K 0.05%
9,660
+1,689
393
$262K 0.05%
+2,100
394
$261K 0.05%
5,941
+537
395
$261K 0.05%
2,159
-23
396
$261K 0.05%
19,835
-974
397
$261K 0.05%
1,251
-335
398
$260K 0.05%
6,886
+1,395
399
$260K 0.05%
3,864
+185
400
$258K 0.05%
5,732
-27
14 15
16
17 18