PCS
Personal CFO Solutions Portfolio holdings
AUM
$541M
1-Year Est. Return
19.91%
1 Year Est. Return
+19.91%
AUM
$541M
AUM Growth
+$48M
(+9.7%)
Holding
516
Top Buys
| 1 | +$5.92M | |
| 2 | +$5.16M | |
| 3 | +$4.13M | |
| 4 |
Philip Morris
PM
|
+$1.39M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.1M |
Top Sells
| 1 | +$5.7M | |
| 2 | +$2.27M | |
| 3 | +$1.14M | |
| 4 |
Amazon
AMZN
|
+$1.12M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$1.07M |
Sector Composition
| 1 | Financials | 21.26% |
| 2 | Technology | 20.65% |
| 3 | Industrials | 8.5% |
| 4 | Healthcare | 7.83% |
| 5 | Consumer Discretionary | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
TSMC
TSM
$1.53T
| $3.31M | 0.61% |
14,603
-1,207
|
|
||
27
Exxon Mobil
XOM
$479B
| $3.25M | 0.6% |
30,166
+905
|
|
||
28
Verizon
VZ
$171B
| $3.19M | 0.59% |
73,632
+819
|
|
||
29
American Express
AXP
$241B
| $3.18M | 0.59% |
9,968
-1,092
|
|
||
30
JPMorgan Chase
JPM
$810B
| $3.01M | 0.56% |
10,382
+1,062
|
|
||
31
Tesla
TSLA
$1.46T
| $2.95M | 0.55% |
9,302
-3,084
|
|
||
32
Broadcom
AVGO
$1.65T
| $2.94M | 0.54% |
10,653
+792
|
|
||
33
Altria Group
MO
$109B
| $2.81M | 0.52% |
47,899
-922
|
|
||
34
General Dynamics
GD
$89.1B
| $2.76M | 0.51% |
9,456
-421
|
|
||
35
Chevron
CVX
$308B
| $2.61M | 0.48% |
18,244
+230
|
|
||
|
36
Philip Morris
PM
$246B
| $2.53M | 0.47% |
13,885
+7,631
|
|
||
37
SAP
SAP
$318B
| $2.51M | 0.46% |
8,255
-102
|
|
||
38
CBRE Group
CBRE
$46.8B
| $2.44M | 0.45% |
17,436
-110
|
|
||
39
AT&T
T
$188B
| $2.38M | 0.44% |
82,157
+647
|
|
||
40
Abbott
ABT
$224B
| $2.37M | 0.44% |
17,418
-142
|
|
||
41
RTX Corp
RTX
$211B
| $2.35M | 0.43% |
16,066
-658
|
|
||
42
Sea Limited
SE
$94.8B
| $2.33M | 0.43% |
14,576
+529
|
|
||
43
ServiceNow
NOW
$188B
| $2.3M | 0.43% |
2,242
+287
|
|
||
44
Adobe
ADBE
$140B
| $2.26M | 0.42% |
5,830
+67
|
|
||
45
First Trust Cloud Computing ETF
SKYY
$3.18B
| $2.21M | 0.41% |
18,134
+478
|
|
||
46
Shopify
SHOP
$205B
| $2.12M | 0.39% |
18,398
+745
|
|
||
47
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
| $2.02M | 0.37% |
18,454
+111
|
|
||
48
Johnson & Johnson
JNJ
$465B
| $2M | 0.37% |
13,082
-132
|
|
||
49
Merck
MRK
$212B
| $1.99M | 0.37% |
25,093
-28,729
|
|
||
50
iShares Russell 1000 Value ETF
IWD
$64.4B
| $1.96M | 0.36% |
10,087
+5,331
|
|