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
401
$257K 0.05%
+6,289
402
$257K 0.05%
6,238
-1,332
403
$256K 0.05%
10,843
-90
404
$256K 0.04%
3,903
+1
405
$255K 0.04%
511
+23
406
$255K 0.04%
1,911
+182
407
$254K 0.04%
596
-148
408
$253K 0.04%
1,505
-24
409
$252K 0.04%
3,991
+193
410
$252K 0.04%
3,340
-80
411
$252K 0.04%
+5,993
412
$251K 0.04%
965
+20
413
$250K 0.04%
1,973
-62
414
$250K 0.04%
2,450
+124
415
$250K 0.04%
1,482
+50
416
$250K 0.04%
+19,572
417
$248K 0.04%
4,369
-74
418
$248K 0.04%
1,155
-54
419
$248K 0.04%
513
-63
420
$248K 0.04%
1,779
-19
421
$247K 0.04%
+8,746
422
$247K 0.04%
+1,871
423
$246K 0.04%
+12,181
424
$246K 0.04%
4,116
+15
425
$245K 0.04%
3,353
-37
15 16
17
18 19