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
451
$227K 0.04%
+6,541
452
$227K 0.04%
7,838
-3,251
453
$226K 0.04%
3,363
-70
454
$225K 0.04%
+8,818
455
$225K 0.04%
3,649
+142
456
$224K 0.04%
2,670
-1,343
457
$224K 0.04%
774
-35
458
$222K 0.04%
633
-57
459
$222K 0.04%
+24,659
460
$221K 0.04%
7,243
-935
461
$221K 0.04%
+932
462
$221K 0.04%
+812
463
$219K 0.04%
+1,006
464
$219K 0.04%
4,589
-4,124
465
$218K 0.04%
3,258
-113
466
$217K 0.04%
+922
467
$216K 0.04%
943
-19
468
$214K 0.04%
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-1,071
469
$214K 0.04%
7,556
-285
470
$213K 0.04%
585
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471
$212K 0.04%
6,215
-1,471
472
$211K 0.04%
+3,597
473
$211K 0.04%
20,132
+4,303
474
$210K 0.04%
880
-13
475
$209K 0.04%
+900
17 18
19
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