PCS
Personal CFO Solutions Portfolio holdings
AUM
$570M
1-Year Est. Return
21.69%
1 Year Est. Return
+21.69%
AUM
$570M
AUM Growth
+$29.4M
(+5.4%)
Holding
532
Top Buys
| 1 | +$14.4M | |
| 2 | +$5.35M | |
| 3 | +$1.98M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.93M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.3M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$7.43M | |
| 3 | +$4.72M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.42M |
| 5 |
NVIDIA
NVDA
|
+$2.14M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 20.11% |
| 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 | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$463B
| $3.51M | 0.62% |
29,250
-3,020
|
|
||
27
Exxon Mobil
XOM
$487B
| $3.41M | 0.6% |
30,285
+119
|
|
||
28
JPMorgan Chase
JPM
$838B
| $3.34M | 0.59% |
10,589
+207
|
|
||
29
Eli Lilly
LLY
$936B
| $3.32M | 0.58% |
4,353
-113
|
|
||
30
Altria Group
MO
$98.7B
| $3.15M | 0.55% |
47,630
-269
|
|
||
31
American Express
AXP
$248B
| $3.09M | 0.54% |
9,302
-666
|
|
||
32
Verizon
VZ
$171B
| $2.97M | 0.52% |
67,633
-5,999
|
|
||
33
CBRE Group
CBRE
$47.4B
| $2.74M | 0.48% |
17,384
-52
|
|
||
34
RTX Corp
RTX
$226B
| $2.7M | 0.47% |
16,121
+55
|
|
||
35
Sea Limited
SE
$81.6B
| $2.66M | 0.47% |
14,897
+321
|
|
||
36
AT&T
T
$181B
| $2.6M | 0.46% |
92,215
+10,058
|
|
||
37
Johnson & Johnson
JNJ
$495B
| $2.49M | 0.44% |
13,443
+361
|
|
||
38
First Trust Cloud Computing ETF
SKYY
$3.1B
| $2.42M | 0.42% |
18,012
-122
|
|
||
39
Philip Morris
PM
$241B
| $2.33M | 0.41% |
14,376
+491
|
|
||
40
iShares Expanded Tech-Software Sector ETF
IGV
$8.24B
| $2.26M | 0.4% |
19,687
+1,233
|
|
||
41
SAP
SAP
$282B
| $2.26M | 0.4% |
8,449
+194
|
|
||
42
Palantir
PLTR
$407B
| $2.2M | 0.39% |
12,050
+923
|
|
||
43
General Dynamics
GD
$90.7B
| $2.19M | 0.39% |
6,436
-3,020
|
|
||
44
GE Aerospace
GE
$305B
| $2.16M | 0.38% |
7,184
+54
|
|
||
45
Shopify
SHOP
$204B
| $2.15M | 0.38% |
14,475
-3,923
|
|
||
46
ServiceNow
NOW
$171B
| $2.13M | 0.37% |
2,320
+78
|
|
||
47
Goldman Sachs
GS
$245B
| $2.11M | 0.37% |
2,648
-40
|
|
||
48
Merck
MRK
$251B
| $2.05M | 0.36% |
24,441
-652
|
|
||
49
ASML
ASML
$430B
| $2.04M | 0.36% |
2,108
+242
|
|
||
50
Abbott
ABT
$220B
| $1.93M | 0.34% |
14,444
-2,974
|
|