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 | |
|---|---|---|---|---|---|---|
526
iShares Morningstar Growth ETF
ILCG
$3B
| – | – |
-4,135
|
|
||
527
Gartner
IT
$16.5B
| – | – |
-1,357
|
|
||
528
iShares MSCI World ETF
URTH
$6.56B
| – | – |
-3,002
|
|
||
529
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
-6,444
|
|
||
530
ProShares Ultra Russell2000
UWM
$236M
| – | – |
-322,764
|
|
||
531
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
| – | – |
-11,939
|
|
||
532
YPF
YPF
$14.2B
| – | – |
-10,476
|
|