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
26
$3.51M 0.62%
29,250
-3,020
27
$3.41M 0.6%
30,285
+119
28
$3.34M 0.59%
10,589
+207
29
$3.32M 0.58%
4,353
-113
30
$3.15M 0.55%
47,630
-269
31
$3.09M 0.54%
9,302
-666
32
$2.97M 0.52%
67,633
-5,999
33
$2.74M 0.48%
17,384
-52
34
$2.7M 0.47%
16,121
+55
35
$2.66M 0.47%
14,897
+321
36
$2.6M 0.46%
92,215
+10,058
37
$2.49M 0.44%
13,443
+361
38
$2.42M 0.42%
18,012
-122
39
$2.33M 0.41%
14,376
+491
40
$2.26M 0.4%
19,687
+1,233
41
$2.26M 0.4%
8,449
+194
42
$2.2M 0.39%
12,050
+923
43
$2.19M 0.39%
6,436
-3,020
44
$2.16M 0.38%
7,184
+54
45
$2.15M 0.38%
14,475
-3,923
46
$2.13M 0.37%
11,600
+390
47
$2.11M 0.37%
2,648
-40
48
$2.05M 0.36%
24,441
-652
49
$2.04M 0.36%
2,108
+242
50
$1.93M 0.34%
14,444
-2,974
1
2
3 4 5