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
426
$245K 0.04%
4,600
+12
427
$244K 0.04%
629
+39
428
$244K 0.04%
+24,522
429
$244K 0.04%
1,699
430
$244K 0.04%
+7,719
431
$243K 0.04%
1,720
-19
432
$243K 0.04%
17,464
+4,042
433
$242K 0.04%
2,888
+32
434
$241K 0.04%
11,314
+165
435
$241K 0.04%
696
-34
436
$241K 0.04%
+697
437
$241K 0.04%
1,443
-16
438
$240K 0.04%
12,332
-53
439
$238K 0.04%
+18,261
440
$237K 0.04%
5,143
+72
441
$236K 0.04%
6,024
+999
442
$236K 0.04%
10,589
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443
$233K 0.04%
1,347
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444
$232K 0.04%
11,173
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445
$232K 0.04%
1,163
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446
$232K 0.04%
6,746
-30
447
$232K 0.04%
1,385
-1
448
$231K 0.04%
1,887
-59
449
$230K 0.04%
+25,422
450
$227K 0.04%
1,317
-9
16 17
18
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